+18.9%
HAL vs FN
-33.3%
+52.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +11.7% | -11.9% | -0.6% |
| 7D | -12.0% | 0.0% | -11.9% | -12.0% |
| 30D | +0.3% | -34.3% | +34.6% | +1.3% |
| 3M | -1.6% | -39.9% | +38.3% | -0.3% |
| 6M | -20.5% | -51.8% | +31.3% | -18.6% |
| YTD | +14.2% | -28.1% | +42.4% | +15.0% |
| 1Y | +18.9% | -29.1% | +47.9% | +20.3% |
| All | +18.9% | -33.3% | +52.2% | +20.3% |
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