-4.5%
HAL vs PWR
+206.3%
-210.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.3% | -3.1% | -1.1% |
| 7D | +0.5% | +4.5% | -4.1% | -0.3% |
| 30D | +15.9% | -4.9% | +20.8% | +16.8% |
| 3M | -8.7% | -7.9% | -0.8% | -7.9% |
| 6M | +9.0% | +18.3% | -9.3% | +4.1% |
| YTD | +32.0% | +51.5% | -19.5% | +19.5% |
| 1Y | +72.5% | +70.3% | +2.1% | +51.0% |
| 3Y | -4.5% | +210.6% | -215.1% | -27.9% |
| All | -4.5% | +206.3% | -210.8% | -27.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling