+17.3%
HAL vs FAST
+36.9%
-19.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FAST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.5% | -0.6% | -0.1% |
| 7D | -6.5% | +4.8% | -11.3% | -6.9% |
| 30D | -2.1% | +8.6% | -10.7% | -3.0% |
| 3M | -4.9% | +5.7% | -10.5% | -5.3% |
| 6M | -19.3% | +25.5% | -44.8% | -21.9% |
| YTD | +14.3% | +39.6% | -25.3% | -0.6% |
| 1Y | +17.3% | +35.5% | -18.2% | +2.8% |
| All | +17.3% | +36.9% | -19.6% | +2.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FAST.
Daily Out/Under-Performance
Portfolio return minus FAST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FAST 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 1y: compounded portfolio wealth divided by compounded FAST 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…
1y analysis · Full analysis span regression · 6 months rolling