-13.7%
HAL vs PWR
+221.0%
-234.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.3% | -6.5% | -1.3% |
| 7D | -12.0% | -12.9% | +0.9% | -10.2% |
| 30D | +0.3% | -22.8% | +23.1% | +4.2% |
| 3M | -1.6% | -19.0% | +17.4% | +1.2% |
| 6M | -20.5% | -31.1% | +10.6% | -16.2% |
| YTD | +14.2% | +28.2% | -14.0% | +5.8% |
| 1Y | +18.9% | +22.2% | -3.3% | +11.0% |
| 3Y | -13.7% | +222.1% | -235.9% | -38.2% |
| All | -13.7% | +221.0% | -234.7% | -38.2% |
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