+3.2%
HAL vs PSX
+384.6%
-381.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.9% | -2.0% | -2.1% |
| 7D | -3.3% | +1.5% | -4.8% | -4.5% |
| 30D | +7.2% | +15.8% | -8.6% | -6.0% |
| 3M | -8.8% | +43.0% | -51.8% | -34.2% |
| 6M | +3.0% | +61.1% | -58.1% | -33.8% |
| YTD | +29.4% | +104.5% | -75.1% | -33.3% |
| 1Y | +62.8% | +102.5% | -39.7% | -15.5% |
| 3Y | -6.4% | +133.5% | -139.9% | -59.0% |
| 5Y | +103.6% | +367.0% | -263.3% | -54.1% |
| All | +3.2% | +384.6% | -381.4% | -76.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling