-6.4%
HAL vs PINS
-38.3%
+31.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +3.0% | +3.1% |
| 7D | +6.1% | +1.0% | +5.1% | +6.0% |
| 30D | +2.9% | -12.0% | +14.9% | +4.2% |
| 3M | +3.3% | -17.9% | +21.2% | +5.4% |
| 6M | -16.9% | -1.0% | -15.9% | -17.8% |
| YTD | +21.2% | -26.0% | +47.2% | +25.0% |
| 1Y | +27.5% | -28.5% | +56.0% | +32.4% |
| 3Y | -6.4% | -39.2% | +32.7% | -11.0% |
| All | -6.4% | -38.3% | +31.8% | -11.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling