+27.5%
HAL vs FN
-25.5%
+53.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -7.3% | +10.4% | +3.3% |
| 7D | +6.1% | +0.3% | +5.8% | +6.0% |
| 30D | +2.9% | -16.5% | +19.4% | +3.3% |
| 3M | +3.3% | -42.1% | +45.4% | +4.9% |
| 6M | -16.9% | -52.9% | +36.0% | -14.9% |
| YTD | +21.2% | -28.0% | +49.1% | +21.8% |
| 1Y | +27.5% | -18.5% | +46.1% | +25.7% |
| All | +27.5% | -25.5% | +53.0% | +25.7% |
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