+7.4%
HAL vs FLEX
+1,045.8%
-1,038.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.4% | +2.3% | +1.4% |
| 7D | -1.3% | +6.4% | -7.7% | -3.5% |
| 30D | +10.9% | -5.9% | +16.8% | +12.7% |
| 3M | -5.8% | -23.5% | +17.6% | +0.7% |
| 6M | +8.1% | +83.7% | -75.6% | -24.0% |
| YTD | +33.2% | +86.5% | -53.3% | -8.3% |
| 1Y | +74.2% | +100.5% | -26.3% | +14.4% |
| 3Y | -3.7% | +469.8% | -473.5% | -63.7% |
| 5Y | +111.9% | +725.7% | -613.8% | -36.0% |
| 10Y | +7.4% | +1,086.7% | -1,079.3% | -76.1% |
| All | +7.4% | +1,045.8% | -1,038.4% | -76.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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