+27.5%
HAL vs FISV
-1.6%
+29.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.7% | -0.6% | +3.2% |
| 7D | +6.1% | +1.4% | +4.7% | +6.1% |
| 30D | +2.9% | +38.4% | -35.5% | +3.1% |
| 3M | +3.3% | +14.9% | -11.6% | +3.7% |
| 6M | -16.9% | +21.8% | -38.7% | -16.4% |
| YTD | +21.2% | -5.0% | +26.2% | +27.6% |
| 1Y | +27.5% | -1.2% | +28.7% | +32.3% |
| All | +27.5% | -1.6% | +29.2% | +32.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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