+595.7%
HAL vs PH
+25,185.5%
-24,589.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +2.9% | -3.1% | +6.0% | +4.7% |
| 30D | +17.0% | -3.2% | +20.3% | +18.6% |
| 3M | -9.7% | +10.6% | -20.2% | -15.6% |
| 6M | +8.6% | -2.1% | +10.8% | +7.4% |
| YTD | +33.0% | +10.2% | +22.8% | +22.8% |
| 1Y | +68.3% | +28.2% | +40.1% | +42.4% |
| 3Y | +0.1% | +134.9% | -134.8% | -40.9% |
| 5Y | +102.6% | +253.6% | -151.0% | -5.8% |
| 10Y | +3.8% | +804.7% | -800.9% | -68.2% |
| All | +595.7% | +25,185.5% | -24,589.8% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PH wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling