-14.9%
HAL vs PNC
+202.3%
-217.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.7% |
| 7D | +6.1% | +3.1% | +3.0% | +3.5% |
| 30D | +2.9% | +7.6% | -4.7% | -3.2% |
| 3M | +3.3% | -8.1% | +11.5% | +10.0% |
| 6M | -16.9% | +12.6% | -29.5% | -25.7% |
| YTD | +21.2% | +15.0% | +6.2% | +5.0% |
| 1Y | +27.5% | +30.4% | -2.9% | -0.7% |
| 3Y | -6.4% | +116.1% | -122.6% | -54.4% |
| 5Y | +58.0% | +37.5% | +20.5% | +10.1% |
| All | -14.9% | +202.3% | -217.2% | -67.5% |
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