-70.4%
PYPL vs HAL
+40.6%
-111.0%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.1% | +1.2% | +1.3% |
| 7D | +2.2% | -7.9% | +10.0% | +3.7% |
| 30D | +8.1% | -2.1% | +10.2% | +8.4% |
| 3M | +1.9% | +0.4% | +1.5% | +1.4% |
| 6M | +33.1% | -19.2% | +52.4% | +37.7% |
| YTD | +3.8% | +14.4% | -10.6% | -1.1% |
| 1Y | -8.3% | +18.0% | -26.3% | -13.3% |
| 3Y | +11.9% | -9.7% | +21.6% | +8.7% |
| 5Y | -70.4% | +40.1% | -110.6% | -75.8% |
| All | -70.4% | +40.6% | -111.0% | -75.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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