+102.6%
HAL vs FE
+561.4%
-458.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.3% |
| 7D | +2.9% | +1.9% | +1.0% | +2.0% |
| 30D | +17.0% | -1.2% | +18.2% | +17.6% |
| 3M | -9.7% | +3.5% | -13.1% | -11.5% |
| 6M | +8.6% | -6.1% | +14.7% | +11.2% |
| YTD | +33.0% | +7.6% | +25.4% | +27.0% |
| 1Y | +68.3% | +11.9% | +56.4% | +57.2% |
| 3Y | +0.1% | +48.4% | -48.3% | -21.1% |
| 5Y | +102.6% | +44.8% | +57.8% | +59.9% |
| 10Y | +3.8% | +115.9% | -112.1% | -35.7% |
| All | +102.6% | +561.4% | -458.9% | -0.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling