+103.6%
HAL vs PSLV
+148.4%
-44.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSLV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -5.3% | +2.4% | -2.0% |
| 7D | -3.3% | -4.9% | +1.6% | -2.5% |
| 30D | +7.2% | -1.9% | +9.1% | +7.4% |
| 3M | -8.8% | +4.2% | -13.0% | -9.7% |
| 6M | +3.0% | -27.6% | +30.6% | +7.8% |
| YTD | +29.4% | -11.7% | +41.1% | +24.2% |
| 1Y | +62.8% | +49.3% | +13.5% | +31.6% |
| 3Y | -6.4% | +167.1% | -173.6% | -40.2% |
| 5Y | +103.6% | +151.7% | -48.1% | +32.1% |
| All | +103.6% | +148.4% | -44.8% | +32.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PSLV.
Daily Out/Under-Performance
Portfolio return minus PSLV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSLV 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 PSLV 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