-16.8%
HAL vs FIX
+3,814.3%
-3,831.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.0% | -1.7% | +1.6% |
| 7D | -0.2% | +6.4% | -6.7% | -2.8% |
| 30D | +1.0% | -29.1% | +30.1% | +12.0% |
| 3M | -2.1% | -31.1% | +29.0% | +8.7% |
| 6M | -17.5% | -42.8% | +25.3% | -4.0% |
| YTD | +18.1% | +24.6% | -6.5% | -2.2% |
| 1Y | +19.7% | +21.9% | -2.2% | -1.0% |
| 3Y | -7.9% | +524.9% | -532.8% | -71.0% |
| 5Y | +53.1% | +1,092.2% | -1,039.2% | -68.8% |
| 10Y | -16.8% | +3,759.0% | -3,775.8% | -90.0% |
| All | -16.8% | +3,814.3% | -3,831.0% | -90.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FIX.
Daily Out/Under-Performance
Portfolio return minus FIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIX 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 10y: compounded portfolio wealth divided by compounded FIX 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…
10y analysis · Full analysis span regression · 6 months rolling