-19.1%
HAL vs FIX
+4,032.2%
-4,051.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +9.4% | -9.3% | -3.2% |
| 7D | -7.9% | -7.2% | -0.6% | -6.4% |
| 30D | -2.1% | -35.1% | +33.1% | +12.1% |
| 3M | +0.4% | -34.3% | +34.7% | +13.4% |
| 6M | -19.2% | -42.9% | +23.7% | -6.1% |
| YTD | +14.4% | +19.5% | -5.1% | -3.9% |
| 1Y | +18.0% | +16.8% | +1.2% | -1.0% |
| 3Y | -9.7% | +506.7% | -516.4% | -71.3% |
| 5Y | +40.1% | +1,046.7% | -1,006.6% | -71.0% |
| 10Y | -19.1% | +3,800.0% | -3,819.1% | -89.8% |
| All | -19.1% | +4,032.2% | -4,051.3% | -89.8% |
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