+3.2%
HAL vs PTC
+223.7%
-220.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.0% | +5.4% | +1.9% |
| 7D | +2.9% | -10.3% | +13.2% | +7.5% |
| 30D | +17.0% | +1.1% | +15.9% | +16.0% |
| 3M | -9.7% | +1.6% | -11.3% | -11.7% |
| 6M | +8.6% | -13.5% | +22.1% | +13.0% |
| YTD | +33.0% | -19.1% | +52.0% | +41.7% |
| 1Y | +68.3% | -33.9% | +102.2% | +96.2% |
| 3Y | +0.1% | -3.9% | +4.0% | -4.9% |
| 5Y | +102.6% | +6.0% | +96.6% | +77.9% |
| All | +3.2% | +223.7% | -220.4% | -44.9% |
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