+2.9%
HAL vs FN
+900.0%
-897.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.1% | -3.7% | -1.3% |
| 7D | +2.9% | -1.7% | +4.6% | +3.3% |
| 30D | +17.0% | -22.0% | +39.0% | +22.1% |
| 3M | -9.7% | -43.0% | +33.4% | -0.1% |
| 6M | +8.6% | -27.7% | +36.4% | +11.2% |
| YTD | +33.0% | -10.5% | +43.5% | +27.0% |
| 1Y | +68.3% | +12.5% | +55.8% | +49.5% |
| 3Y | +0.1% | +153.8% | -153.7% | -36.4% |
| 5Y | +102.6% | +288.0% | -185.4% | +3.8% |
| All | +2.9% | +900.0% | -897.1% | -60.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling