+497.6%
HAL vs PH
+24,008.7%
-23,511.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.9% | -3.1% | -1.8% |
| 7D | -12.0% | +2.0% | -14.0% | -13.1% |
| 30D | +0.3% | -3.7% | +4.0% | +1.9% |
| 3M | -1.6% | -14.0% | +12.4% | +6.1% |
| 6M | -20.5% | +2.1% | -22.6% | -22.8% |
| YTD | +14.2% | +5.1% | +9.2% | +7.7% |
| 1Y | +18.9% | +10.9% | +7.9% | +8.6% |
| 3Y | -13.7% | +132.9% | -146.7% | -48.8% |
| 5Y | +42.2% | +200.1% | -157.9% | -27.8% |
| 10Y | -16.7% | +783.8% | -800.5% | -74.3% |
| All | +497.6% | +24,008.7% | -23,511.1% | -31.5% |
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