+19.0%
HAL vs PINS
-19.7%
+38.7%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.5% | -0.4% | 0.0% |
| 7D | -7.9% | -6.2% | -1.7% | -7.0% |
| 30D | -2.1% | -10.9% | +8.9% | -0.4% |
| 3M | +0.4% | -19.5% | +19.9% | +3.5% |
| 6M | -19.2% | -10.4% | -8.9% | -18.9% |
| YTD | +14.4% | -26.4% | +40.7% | +17.7% |
| 1Y | +18.0% | -29.6% | +47.6% | +22.4% |
| 3Y | -9.7% | -39.0% | +29.3% | -7.2% |
| 5Y | +40.1% | -59.1% | +99.3% | +47.6% |
| All | +19.0% | -19.7% | +38.7% | -33.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PINS.
Daily Out/Under-Performance
Portfolio return minus PINS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PINS 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 10y: compounded portfolio wealth divided by compounded PINS 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…
10y analysis · Full analysis span regression · 6 months rolling