+25.6%
HAL vs FIS
-50.5%
+76.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -23.7% | +20.5% | -3.1% |
| 7D | -7.7% | -18.4% | +10.7% | -7.3% |
| 30D | +0.7% | -11.4% | +12.0% | +1.4% |
| 3M | +2.5% | -32.0% | +34.4% | +1.5% |
| 6M | -20.7% | -35.6% | +14.9% | -20.7% |
| YTD | +18.4% | -53.8% | +72.2% | +24.9% |
| 1Y | +25.6% | -51.1% | +76.7% | +31.1% |
| All | +25.6% | -50.5% | +76.1% | +31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FIS.
Daily Out/Under-Performance
Portfolio return minus FIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIS 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 FIS 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