-19.1%
HAL vs PWR
+1,915.1%
-1,934.2%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.4% | -9.2% | -4.8% |
| 7D | -7.9% | -4.8% | -3.1% | -6.8% |
| 30D | -2.1% | -16.2% | +14.2% | +5.5% |
| 3M | +0.4% | -11.9% | +12.4% | +4.3% |
| 6M | -19.2% | -20.6% | +1.3% | -13.4% |
| YTD | +14.4% | +40.3% | -25.9% | -15.5% |
| 1Y | +18.0% | +33.0% | -15.0% | -10.6% |
| 3Y | -9.7% | +250.0% | -259.7% | -69.2% |
| 5Y | +40.1% | +404.2% | -364.0% | -66.8% |
| 10Y | -19.1% | +1,865.8% | -1,885.0% | -94.7% |
| All | -19.1% | +1,915.1% | -1,934.2% | -94.7% |
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