+81.4%
HAL vs PL
+28.1%
+53.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.4% | -10.6% | -1.0% |
| 7D | -12.0% | -6.8% | -5.1% | -11.6% |
| 30D | +0.3% | -29.3% | +29.6% | +2.7% |
| 3M | -1.6% | -44.8% | +43.2% | +2.4% |
| 6M | -20.5% | -68.4% | +47.9% | -14.4% |
| YTD | +14.2% | -36.4% | +50.6% | +14.6% |
| 1Y | +18.9% | +0.7% | +18.1% | +14.0% |
| 3Y | -13.7% | +455.3% | -469.0% | -34.2% |
| 5Y | +42.2% | +22.7% | +19.5% | +19.7% |
| All | +81.4% | +28.1% | +53.4% | +54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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