+18.8%
HAL vs PINS
-20.2%
+39.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PINS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | +0.5% |
| 7D | -12.0% | -2.1% | -9.9% | -11.8% |
| 30D | +0.3% | -6.6% | +6.9% | +1.1% |
| 3M | -1.6% | -18.7% | +17.1% | +1.2% |
| 6M | -20.5% | -10.4% | -10.1% | -20.1% |
| YTD | +14.2% | -26.8% | +41.0% | +17.7% |
| 1Y | +18.9% | -27.9% | +46.7% | +22.8% |
| 3Y | -13.7% | -38.7% | +24.9% | -11.5% |
| 5Y | +42.2% | -59.0% | +101.2% | +49.6% |
| All | +18.8% | -20.2% | +39.0% | -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 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