+53.2%
HAL vs PWR
+423.6%
-370.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +2.6% | +19.1% | -16.4% | -2.3% |
| 30D | -0.1% | -12.0% | +11.9% | +2.7% |
| 3M | -1.1% | -10.6% | +9.4% | +0.8% |
| 6M | -20.7% | -20.8% | +0.1% | -17.0% |
| YTD | +17.5% | +43.7% | -26.2% | -0.1% |
| 1Y | +24.1% | +35.0% | -10.9% | +7.5% |
| 3Y | -8.4% | +249.4% | -257.8% | -50.0% |
| 5Y | +53.2% | +422.1% | -368.9% | -28.1% |
| All | +53.2% | +423.6% | -370.4% | -28.1% |
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