+59.2%
HAL vs FE
+47.0%
+12.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.0% | +2.8% |
| 7D | +6.1% | +1.2% | +4.9% | +5.8% |
| 30D | +2.9% | +4.5% | -1.6% | +1.7% |
| 3M | +3.3% | +1.3% | +2.0% | +2.9% |
| 6M | -16.9% | +8.7% | -25.6% | -19.0% |
| YTD | +21.2% | +9.2% | +12.0% | +17.3% |
| 1Y | +27.5% | +7.0% | +20.6% | +24.1% |
| 3Y | -6.4% | +51.4% | -57.8% | -22.7% |
| All | +59.2% | +47.0% | +12.1% | +28.4% |
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