-11.8%
HAL vs FE
+49.0%
-60.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -6.5% | -0.5% | -6.0% | -6.5% |
| 30D | -2.1% | +4.3% | -6.4% | -2.1% |
| 3M | -4.9% | +0.4% | -5.2% | -4.8% |
| 6M | -19.3% | +6.9% | -26.2% | -19.2% |
| YTD | +14.3% | +8.0% | +6.3% | +13.8% |
| 1Y | +17.3% | +4.8% | +12.5% | +16.9% |
| All | -11.8% | +49.0% | -60.8% | -16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling