+72.6%
HAL vs PWR
+70.7%
+1.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.1% | -0.9% |
| 7D | +0.5% | +4.5% | -4.1% | +0.1% |
| 30D | +15.9% | -4.9% | +20.8% | +16.3% |
| 3M | -8.7% | -7.9% | -0.8% | -8.3% |
| 6M | +9.0% | +18.3% | -9.3% | +7.4% |
| YTD | +32.0% | +51.5% | -19.5% | +29.7% |
| All | +72.6% | +70.7% | +1.9% | +70.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling