+19.7%
HAL vs FN
-19.6%
+39.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +5.9% | -2.5% | +3.2% |
| 7D | -0.2% | +8.0% | -8.2% | -0.5% |
| 30D | +1.0% | -19.1% | +20.2% | +1.4% |
| 3M | -2.1% | -29.8% | +27.7% | -1.3% |
| 6M | -17.5% | -43.2% | +25.7% | -16.0% |
| YTD | +18.1% | -18.9% | +37.1% | +18.2% |
| 1Y | +19.7% | -17.9% | +37.6% | +19.9% |
| All | +19.7% | -19.6% | +39.3% | +19.9% |
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