-14.9%
HAL vs FE
+126.1%
-141.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.7% |
| 7D | +6.1% | +1.2% | +4.9% | +5.6% |
| 30D | +2.9% | +4.5% | -1.6% | +0.9% |
| 3M | +3.3% | +1.3% | +2.0% | +2.6% |
| 6M | -16.9% | +8.7% | -25.6% | -20.3% |
| YTD | +21.2% | +9.2% | +12.0% | +15.4% |
| 1Y | +27.5% | +7.0% | +20.6% | +22.5% |
| 3Y | -6.4% | +51.4% | -57.8% | -25.6% |
| 5Y | +58.0% | +47.7% | +10.3% | +25.9% |
| All | -14.9% | +126.1% | -141.0% | -34.6% |
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