+243.3%
HL vs PAAS
+117.9%
+125.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.7% | -0.4% | -0.4% |
| 7D | +7.1% | +2.0% | +5.1% | +5.2% |
| 30D | +21.4% | -0.1% | +21.5% | +21.2% |
| 3M | +37.4% | +8.2% | +29.2% | +27.4% |
| 6M | +0.4% | -13.8% | +14.2% | +16.8% |
| YTD | +6.7% | -0.6% | +7.3% | +9.1% |
| 1Y | +102.4% | +44.0% | +58.4% | +44.8% |
| 3Y | +417.4% | +246.6% | +170.8% | +54.3% |
| 5Y | +243.3% | +116.1% | +127.2% | +67.5% |
| All | +243.3% | +117.9% | +125.4% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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