-14.9%
HAL vs PNR
+99.2%
-114.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.2% | +2.9% | +3.0% |
| 7D | +6.1% | +0.3% | +5.8% | +5.9% |
| 30D | +2.9% | +31.7% | -28.8% | -14.5% |
| 3M | +3.3% | +2.6% | +0.7% | 0.0% |
| 6M | -16.9% | -6.4% | -10.5% | -17.0% |
| YTD | +21.2% | -33.4% | +54.6% | +48.6% |
| 1Y | +27.5% | -35.1% | +62.6% | +58.8% |
| 3Y | -6.4% | +17.1% | -23.5% | -27.7% |
| 5Y | +58.0% | -3.5% | +61.6% | +37.1% |
| All | -14.9% | +99.2% | -114.1% | -63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PNR.
Daily Out/Under-Performance
Portfolio return minus PNR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNR 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 PNR 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