-20.5%
HAL vs FLEX
-41.8%
+21.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.8% | -0.4% |
| 7D | -12.0% | -19.3% | +7.3% | -11.4% |
| 30D | +0.3% | -41.5% | +41.8% | +0.8% |
| 3M | -1.6% | -43.1% | +41.5% | -1.0% |
| 6M | -20.5% | -48.2% | +27.7% | -18.1% |
| All | -20.5% | -41.8% | +21.3% | -18.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling