+39.7%
HAL vs PWR
+348.8%
-309.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.3% | -6.5% | -1.9% |
| 7D | -12.0% | -12.9% | +0.9% | -9.0% |
| 30D | +0.3% | -22.8% | +23.1% | +6.9% |
| 3M | -1.6% | -19.0% | +17.4% | +3.1% |
| 6M | -20.5% | -31.1% | +10.6% | -13.3% |
| YTD | +14.2% | +28.3% | -14.0% | +0.2% |
| 1Y | +18.9% | +22.2% | -3.4% | +5.6% |
| 3Y | -13.7% | +222.2% | -235.9% | -52.3% |
| All | +39.7% | +348.8% | -309.1% | -31.5% |
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