+25.6%
HAL vs PSX
+97.5%
-71.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.5% | +1.4% | -0.8% |
| 7D | -7.7% | -5.2% | -2.6% | -5.1% |
| 30D | +0.7% | -3.7% | +4.4% | +2.1% |
| 3M | +2.5% | +26.8% | -24.3% | -11.5% |
| 6M | -20.7% | +47.3% | -68.0% | -37.6% |
| YTD | +18.4% | +105.4% | -87.0% | -28.1% |
| 1Y | +25.6% | +96.9% | -71.3% | -21.7% |
| All | +25.6% | +97.5% | -71.9% | -21.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 1y: compounded portfolio wealth divided by compounded PSX 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…
1y analysis · Full analysis span regression · 6 months rolling