+115.6%
HAL vs PWR
+7,422.2%
-7,306.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.3% | -6.5% | -2.0% |
| 7D | -12.0% | -12.9% | +0.9% | -8.9% |
| 30D | +0.3% | -22.8% | +23.1% | +7.0% |
| 3M | -1.6% | -19.0% | +17.4% | +3.2% |
| 6M | -20.5% | -31.1% | +10.6% | -13.7% |
| YTD | +14.2% | +28.2% | -14.0% | +2.7% |
| 1Y | +18.9% | +22.2% | -3.3% | +8.1% |
| 3Y | -13.7% | +222.1% | -235.9% | -42.6% |
| 5Y | +42.2% | +364.1% | -321.9% | -15.6% |
| 10Y | -16.7% | +1,864.5% | -1,881.2% | -65.1% |
| All | +115.6% | +7,422.2% | -7,306.6% | -49.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling