+105.3%
HAL vs PINS
-64.0%
+169.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.4% |
| 7D | +2.9% | -12.0% | +15.0% | +4.4% |
| 30D | +17.0% | -12.7% | +29.7% | +18.7% |
| 3M | -9.7% | -5.5% | -4.1% | -9.4% |
| 6M | +8.6% | +5.3% | +3.4% | +7.2% |
| YTD | +33.0% | -21.2% | +54.2% | +35.4% |
| 1Y | +68.3% | -45.0% | +113.4% | +78.4% |
| 3Y | +0.1% | -26.2% | +26.3% | +0.4% |
| All | +105.3% | -64.0% | +169.3% | +111.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling