+44.4%
HAL vs PSX
+1,139.4%
-1,095.1%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | +2.9% | +4.5% | -1.6% | -0.6% |
| 30D | +17.0% | +26.6% | -9.6% | -3.3% |
| 3M | -9.7% | +39.3% | -48.9% | -31.3% |
| 6M | +8.6% | +56.8% | -48.2% | -25.6% |
| YTD | +33.0% | +101.8% | -68.8% | -25.9% |
| 1Y | +68.3% | +99.6% | -31.3% | -5.6% |
| 3Y | +0.1% | +140.3% | -140.2% | -53.1% |
| 5Y | +102.6% | +339.3% | -236.7% | -41.6% |
| 10Y | +3.8% | +369.9% | -366.0% | -69.9% |
| All | +44.4% | +1,139.4% | -1,095.1% | -66.8% |
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