+27.5%
HAL vs FIS
-53.6%
+81.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.2% | -1.0% | +3.0% |
| 7D | +6.1% | +2.8% | +3.3% | +6.0% |
| 30D | +2.9% | -16.7% | +19.6% | +3.3% |
| 3M | +3.3% | -32.3% | +35.6% | +2.1% |
| 6M | -16.9% | -29.1% | +12.1% | -17.3% |
| YTD | +21.2% | -54.1% | +75.3% | +27.2% |
| 1Y | +27.5% | -53.7% | +81.3% | +33.6% |
| All | +27.5% | -53.6% | +81.1% | +33.6% |
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