-3.6%
HAL vs FND
+57.3%
-60.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.7% | +1.6% | +1.1% |
| 7D | -1.3% | -0.8% | -0.6% | -1.2% |
| 30D | +10.9% | -19.6% | +30.5% | +17.2% |
| 3M | -5.8% | -4.3% | -1.5% | -6.4% |
| 6M | +8.1% | -20.4% | +28.6% | +11.5% |
| YTD | +33.2% | -21.9% | +55.1% | +37.3% |
| 1Y | +74.2% | -45.2% | +119.4% | +98.3% |
| 3Y | -3.7% | -49.2% | +45.5% | +6.9% |
| 5Y | +111.9% | -61.8% | +173.7% | +140.9% |
| All | -3.6% | +57.3% | -60.8% | -31.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling