+74.2%
HAL vs PSX
+104.4%
-30.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.6% | +0.3% | +0.5% |
| 7D | -1.3% | +1.8% | -3.2% | -2.4% |
| 30D | +10.9% | +21.6% | -10.8% | -1.4% |
| 3M | -5.8% | +46.5% | -52.3% | -25.5% |
| 6M | +8.1% | +62.0% | -53.9% | -20.3% |
| YTD | +33.2% | +106.3% | -73.1% | -19.6% |
| 1Y | +74.2% | +103.0% | -28.8% | +6.1% |
| All | +74.2% | +104.4% | -30.2% | +6.1% |
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 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