+3.2%
HAL vs PNC
+277.5%
-274.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -3.8% | -3.6% |
| 7D | -3.3% | -0.9% | -2.4% | -2.6% |
| 30D | +7.2% | -4.4% | +11.6% | +10.9% |
| 3M | -8.8% | +5.3% | -14.1% | -13.2% |
| 6M | +3.0% | +19.6% | -16.6% | -12.5% |
| YTD | +29.4% | +19.1% | +10.3% | +9.3% |
| 1Y | +62.8% | +24.3% | +38.5% | +32.1% |
| 3Y | -6.4% | +132.2% | -138.6% | -57.2% |
| 5Y | +103.6% | +52.3% | +51.3% | +29.6% |
| All | +3.2% | +277.5% | -274.3% | -66.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 PNC 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