+595.7%
HAL vs FISV
+11,002.6%
-10,406.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.1% | -0.7% |
| 7D | +2.9% | -0.3% | +3.3% | +3.0% |
| 30D | +17.0% | -2.1% | +19.1% | +17.5% |
| 3M | -9.7% | -5.7% | -3.9% | -8.9% |
| 6M | +8.6% | -15.3% | +24.0% | +12.3% |
| YTD | +33.0% | -21.1% | +54.1% | +39.7% |
| 1Y | +68.3% | -61.1% | +129.4% | +107.6% |
| 3Y | +0.1% | -56.8% | +57.0% | +15.7% |
| 5Y | +102.6% | -54.2% | +156.8% | +127.0% |
| 10Y | +3.8% | +1.6% | +2.2% | -4.2% |
| All | +595.7% | +11,002.6% | -10,406.8% | +235.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling