-18.6%
HAL vs FE
+105.3%
-123.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.4% | +1.2% | +0.3% |
| 7D | -12.0% | -1.0% | -10.9% | -11.6% |
| 30D | +0.3% | +4.1% | -3.9% | -1.5% |
| 3M | -1.6% | -1.0% | -0.6% | -1.4% |
| 6M | -20.5% | +4.0% | -24.5% | -22.2% |
| YTD | +14.2% | +6.8% | +7.4% | +9.9% |
| 1Y | +18.9% | +5.3% | +13.6% | +14.9% |
| 3Y | -13.7% | +44.6% | -58.3% | -29.8% |
| 5Y | +42.2% | +44.2% | -2.0% | +14.7% |
| All | -18.6% | +105.3% | -123.9% | -39.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 10y: compounded portfolio wealth divided by compounded FE 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…
10y analysis · Full analysis span regression · 6 months rolling