+109.7%
HAL vs PSX
+349.1%
-239.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.6% | -2.3% | -2.0% |
| 7D | +0.5% | +2.8% | -2.4% | -1.7% |
| 30D | +15.9% | +27.8% | -11.8% | -4.8% |
| 3M | -8.7% | +42.0% | -50.7% | -31.6% |
| 6M | +9.0% | +58.1% | -49.1% | -25.8% |
| YTD | +32.0% | +105.0% | -73.0% | -27.9% |
| 1Y | +72.5% | +104.9% | -32.4% | -6.0% |
| 3Y | -4.5% | +134.1% | -138.6% | -55.4% |
| 5Y | +109.7% | +363.8% | -254.2% | -46.9% |
| All | +109.7% | +349.1% | -239.5% | -46.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling