+38.4%
HAL vs PINS
-14.1%
+52.5%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | -0.2% |
| 7D | +2.9% | -12.0% | +15.0% | +5.2% |
| 30D | +17.0% | -12.7% | +29.7% | +19.7% |
| 3M | -9.7% | -5.5% | -4.1% | -9.3% |
| 6M | +8.6% | +5.3% | +3.4% | +6.4% |
| YTD | +33.0% | -21.2% | +54.2% | +36.2% |
| 1Y | +68.3% | -45.0% | +113.4% | +82.7% |
| 3Y | +0.1% | -26.2% | +26.3% | -0.7% |
| 5Y | +102.6% | -64.0% | +166.6% | +120.7% |
| All | +38.4% | -14.1% | +52.5% | -23.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling