-17.4%
HAL vs PTC
+313.0%
-330.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.1% | -0.6% | -0.5% |
| 7D | +2.6% | +0.8% | +1.8% | +2.3% |
| 30D | -0.1% | +1.2% | -1.3% | -0.5% |
| 3M | -1.1% | +32.6% | -33.7% | -13.9% |
| 6M | -20.7% | +36.1% | -56.8% | -32.6% |
| YTD | +17.5% | +12.7% | +4.9% | +7.4% |
| 1Y | +24.1% | +10.2% | +14.0% | +14.5% |
| 3Y | -8.4% | +29.4% | -37.8% | -24.1% |
| 5Y | +53.2% | +61.1% | -7.8% | +10.4% |
| All | -17.4% | +313.0% | -330.4% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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