+706.5%
HAL vs FLEX
+7,523.3%
-6,816.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.9% |
| 7D | +2.9% | -0.9% | +3.8% | +3.1% |
| 30D | +17.0% | -10.1% | +27.2% | +19.5% |
| 3M | -9.7% | -31.3% | +21.7% | -3.3% |
| 6M | +8.6% | +71.3% | -62.6% | -8.6% |
| YTD | +33.0% | +81.2% | -48.3% | +9.9% |
| 1Y | +68.3% | +98.5% | -30.2% | +35.4% |
| 3Y | +0.1% | +428.2% | -428.1% | -37.1% |
| 5Y | +102.6% | +657.3% | -554.6% | +16.0% |
| 10Y | +3.8% | +995.9% | -992.1% | -46.5% |
| All | +706.5% | +7,523.3% | -6,816.8% | +196.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling