+74.2%
HAL vs FHN
+13.3%
+60.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +0.9% |
| 7D | -1.3% | 0.0% | -1.4% | -1.3% |
| 30D | +10.9% | -2.6% | +13.5% | +11.1% |
| 3M | -5.8% | 0.0% | -5.9% | -6.2% |
| 6M | +8.1% | +9.2% | -1.1% | +5.2% |
| YTD | +33.2% | +4.3% | +28.9% | +31.1% |
| 1Y | +74.2% | +10.8% | +63.4% | +71.8% |
| All | +74.2% | +13.3% | +60.9% | +71.8% |
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