-3.8%
HAL vs PNC
+127.7%
-131.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.3% |
| 7D | -1.3% | -0.7% | -0.6% | -1.0% |
| 30D | +10.9% | -4.4% | +15.3% | +13.1% |
| 3M | -5.8% | +4.5% | -10.3% | -8.3% |
| 6M | +8.1% | +19.1% | -10.9% | -2.1% |
| YTD | +33.2% | +18.0% | +15.2% | +20.3% |
| 1Y | +74.2% | +24.1% | +50.1% | +52.6% |
| All | -3.8% | +127.7% | -131.5% | -31.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling