+105.3%
HAL vs FITB
+71.5%
+33.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FITB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.2% | -0.4% | -0.5% |
| 7D | +2.9% | +0.6% | +2.3% | +2.6% |
| 30D | +17.0% | -4.7% | +21.8% | +19.7% |
| 3M | -9.7% | +6.7% | -16.3% | -13.1% |
| 6M | +8.6% | +12.6% | -3.9% | +0.9% |
| YTD | +33.0% | +19.1% | +13.9% | +19.2% |
| 1Y | +68.3% | +22.6% | +45.7% | +48.2% |
| 3Y | +0.1% | +127.1% | -127.0% | -36.8% |
| All | +105.3% | +71.5% | +33.8% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FITB.
Daily Out/Under-Performance
Portfolio return minus FITB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FITB 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 5y: compounded portfolio wealth divided by compounded FITB 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…
5y analysis · Full analysis span regression · 6 months rolling