+595.7%
HAL vs PNC
+4,099.5%
-3,503.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | +2.9% | +1.4% | +1.5% | +2.3% |
| 30D | +17.0% | -3.8% | +20.9% | +18.9% |
| 3M | -9.7% | +9.0% | -18.7% | -13.2% |
| 6M | +8.6% | +16.6% | -8.0% | +1.0% |
| YTD | +33.0% | +20.4% | +12.6% | +21.6% |
| 1Y | +68.3% | +22.3% | +46.0% | +52.6% |
| 3Y | +0.1% | +124.5% | -124.4% | -30.3% |
| 5Y | +102.6% | +54.1% | +48.6% | +64.4% |
| 10Y | +3.8% | +276.3% | -272.4% | -35.9% |
| All | +595.7% | +4,099.5% | -3,503.8% | +111.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling