+111.9%
HAL vs PNC
+51.0%
+60.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.4% |
| 7D | -1.3% | -0.7% | -0.6% | -1.0% |
| 30D | +10.9% | -4.4% | +15.3% | +13.5% |
| 3M | -5.8% | +4.5% | -10.3% | -8.6% |
| 6M | +8.1% | +19.1% | -10.9% | -3.3% |
| YTD | +33.2% | +18.0% | +15.2% | +19.0% |
| 1Y | +74.2% | +24.1% | +50.1% | +50.6% |
| 3Y | -3.7% | +130.0% | -133.7% | -43.2% |
| 5Y | +111.9% | +50.4% | +61.5% | +54.0% |
| All | +111.9% | +51.0% | +60.9% | +54.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling