+31.6%
HAL vs PSX
+1,187.1%
-1,155.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.8% | +2.4% | +2.5% |
| 7D | +6.1% | +7.8% | -1.7% | -0.1% |
| 30D | +2.9% | -10.9% | +13.8% | +12.0% |
| 3M | +3.3% | +14.5% | -11.1% | -8.3% |
| 6M | -16.9% | +56.1% | -73.0% | -43.0% |
| YTD | +21.2% | +109.6% | -88.4% | -35.2% |
| 1Y | +27.5% | +95.5% | -68.0% | -28.0% |
| 3Y | -6.4% | +156.2% | -162.6% | -58.7% |
| 5Y | +58.0% | +310.0% | -252.0% | -52.3% |
| 10Y | -14.6% | +368.0% | -382.7% | -75.7% |
| All | +31.6% | +1,187.1% | -1,155.5% | -71.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling