+105.3%
HAL vs PWR
+443.9%
-338.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.7% | -1.3% | -0.8% |
| 7D | +2.9% | +3.6% | -0.7% | +1.9% |
| 30D | +17.0% | -8.6% | +25.6% | +19.9% |
| 3M | -9.7% | -13.2% | +3.5% | -6.7% |
| 6M | +8.6% | +9.9% | -1.3% | +2.8% |
| YTD | +33.0% | +48.0% | -15.0% | +13.3% |
| 1Y | +68.3% | +66.2% | +2.1% | +36.1% |
| 3Y | +0.1% | +195.1% | -195.0% | -39.5% |
| All | +105.3% | +443.9% | -338.6% | -4.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling