+42.5%
HAL vs PL
+11.6%
+31.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -10.1% | +6.8% | -2.5% |
| 7D | -11.1% | -20.5% | +9.5% | -9.6% |
| 30D | -2.4% | -38.8% | +36.3% | +1.1% |
| 3M | +0.8% | -49.1% | +49.9% | +5.6% |
| 6M | -22.8% | -69.4% | +46.6% | -16.7% |
| YTD | +14.5% | -42.3% | +56.9% | +15.8% |
| 1Y | +20.2% | -14.2% | +34.4% | +16.7% |
| 3Y | -15.2% | +398.7% | -413.9% | -34.8% |
| 5Y | +42.5% | +11.1% | +31.4% | +21.4% |
| All | +42.5% | +11.6% | +31.0% | +21.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling