-16.8%
HAL vs PWR
+1,887.5%
-1,904.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +4.3% | -0.9% | +1.1% |
| 7D | -0.2% | +4.7% | -4.9% | -3.5% |
| 30D | +1.0% | -12.5% | +13.5% | +6.3% |
| 3M | -2.1% | -9.3% | +7.2% | +0.1% |
| 6M | -17.5% | -22.2% | +4.7% | -10.2% |
| YTD | +18.1% | +44.2% | -26.0% | -13.9% |
| 1Y | +19.7% | +35.5% | -15.8% | -10.0% |
| 3Y | -7.9% | +250.4% | -258.4% | -68.4% |
| 5Y | +53.1% | +425.6% | -372.6% | -64.7% |
| 10Y | -16.8% | +1,874.2% | -1,891.0% | -94.5% |
| All | -16.8% | +1,887.5% | -1,904.3% | -94.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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