+37.4%
HAL vs PINS
-15.2%
+52.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.3% | +0.5% | -0.5% |
| 7D | +0.5% | -5.2% | +5.7% | +1.4% |
| 30D | +15.9% | -14.9% | +30.9% | +19.1% |
| 3M | -8.7% | -8.4% | -0.3% | -7.9% |
| 6M | +9.0% | +0.6% | +8.4% | +7.6% |
| YTD | +32.0% | -22.2% | +54.2% | +35.5% |
| 1Y | +72.5% | -46.9% | +119.4% | +88.5% |
| 3Y | -4.5% | -26.9% | +22.4% | -5.1% |
| 5Y | +109.7% | -63.0% | +172.7% | +126.6% |
| All | +37.4% | -15.2% | +52.6% | -23.9% |
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