+68.3%
HAL vs FND
-36.4%
+104.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.4% |
| 7D | +2.9% | -5.2% | +8.2% | +2.5% |
| 30D | +17.0% | -19.9% | +36.9% | +15.0% |
| 3M | -9.7% | +2.7% | -12.4% | -9.6% |
| 6M | +8.6% | -21.7% | +30.3% | +11.6% |
| YTD | +33.0% | -17.5% | +50.5% | +36.2% |
| 1Y | +68.3% | -39.3% | +107.6% | +68.8% |
| All | +68.3% | -36.4% | +104.7% | +68.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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