+53.1%
HAL vs FE
+47.0%
+6.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.3% | +3.3% |
| 7D | -0.2% | -0.4% | +0.2% | -0.1% |
| 30D | +1.0% | +3.6% | -2.6% | +0.1% |
| 3M | -2.1% | +0.3% | -2.5% | -2.3% |
| 6M | -17.5% | +6.4% | -23.9% | -19.1% |
| YTD | +18.1% | +8.1% | +10.0% | +14.6% |
| 1Y | +19.7% | +4.6% | +15.1% | +17.3% |
| 3Y | -7.9% | +49.1% | -57.0% | -23.5% |
| 5Y | +53.1% | +46.1% | +7.0% | +22.2% |
| All | +53.1% | +47.0% | +6.0% | +22.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling