+68.3%
HAL vs FHN
+13.2%
+55.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.5% | -0.6% |
| 7D | +2.9% | +1.2% | +1.8% | +2.8% |
| 30D | +17.0% | -4.7% | +21.7% | +17.7% |
| 3M | -9.7% | +3.5% | -13.2% | -10.5% |
| 6M | +8.6% | +7.8% | +0.8% | +6.4% |
| YTD | +33.0% | +5.9% | +27.1% | +30.6% |
| 1Y | +68.3% | +12.5% | +55.8% | +64.3% |
| All | +68.3% | +13.2% | +55.1% | +64.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 1y: compounded portfolio wealth divided by compounded FHN 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…
1y analysis · Full analysis span regression · 6 months rolling