+25.6%
HAL vs FN
-25.7%
+51.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.0% | +2.8% | -3.0% |
| 7D | -7.7% | -7.0% | -0.7% | -7.5% |
| 30D | +0.7% | -24.7% | +25.4% | +1.3% |
| 3M | +2.5% | -35.7% | +38.1% | +3.5% |
| 6M | -20.7% | -52.4% | +31.7% | -18.8% |
| YTD | +18.4% | -25.0% | +43.3% | +19.1% |
| 1Y | +25.6% | -25.7% | +51.2% | +27.0% |
| All | +25.6% | -25.7% | +51.3% | +27.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 1y: compounded portfolio wealth divided by compounded FN 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…
1y analysis · Full analysis span regression · 6 months rolling