+107.6%
HL vs PAAS
+1,235.6%
-1,128.0%
-96.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -0.5% |
| 7D | +1.5% | -2.9% | +4.4% | +4.2% |
| 30D | +25.1% | +6.8% | +18.3% | +18.4% |
| 3M | +22.9% | -2.9% | +25.8% | +27.2% |
| 6M | -4.9% | -16.4% | +11.5% | +12.0% |
| YTD | +7.8% | 0.0% | +7.8% | +11.0% |
| 1Y | +133.9% | +54.3% | +79.6% | +70.1% |
| 3Y | +380.9% | +230.7% | +150.2% | +88.9% |
| 5Y | +230.2% | +111.6% | +118.6% | +90.7% |
| 10Y | +265.6% | +211.7% | +53.9% | +67.0% |
| All | +107.6% | +1,235.6% | -1,128.0% | -44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling