+59.2%
HAL vs FN
+169.4%
-110.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -7.3% | +10.4% | +3.9% |
| 7D | +6.1% | +0.3% | +5.8% | +5.9% |
| 30D | +2.9% | -16.5% | +19.4% | +4.3% |
| 3M | +3.3% | -42.1% | +45.4% | +8.3% |
| 6M | -16.9% | -52.9% | +36.0% | -11.5% |
| YTD | +21.2% | -28.0% | +49.1% | +20.1% |
| 1Y | +27.5% | -18.5% | +46.1% | +23.8% |
| 3Y | -6.4% | +93.9% | -100.3% | -24.9% |
| All | +59.2% | +169.4% | -110.3% | +10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling