-6.4%
HAL vs PTC
+29.1%
-35.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.1% | +3.2% | +3.1% |
| 7D | +6.1% | +0.5% | +5.6% | +6.0% |
| 30D | +2.9% | +1.2% | +1.7% | +2.7% |
| 3M | +3.3% | +27.4% | -24.0% | -1.7% |
| 6M | -16.9% | +39.2% | -56.1% | -22.7% |
| YTD | +21.2% | +12.5% | +8.7% | +20.7% |
| 1Y | +27.5% | +12.3% | +15.3% | +27.1% |
| 3Y | -6.4% | +28.8% | -35.3% | -24.3% |
| All | -6.4% | +29.1% | -35.6% | -24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling