+72.5%
HAL vs PTC
-38.1%
+110.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.5% | +4.8% | -0.9% |
| 7D | +0.5% | -12.8% | +13.3% | 0.0% |
| 30D | +15.9% | -9.8% | +25.7% | +15.6% |
| 3M | -8.7% | -2.1% | -6.6% | -8.0% |
| 6M | +9.0% | -18.1% | +27.1% | +10.0% |
| YTD | +32.0% | -23.5% | +55.5% | +34.6% |
| 1Y | +72.5% | -37.4% | +109.8% | +78.1% |
| All | +72.5% | -38.1% | +110.5% | +78.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling