-9.7%
HAL vs FND
-33.5%
+23.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.1% | -3.9% | -0.3% |
| 7D | -7.9% | +8.5% | -16.4% | -8.8% |
| 30D | -2.1% | +17.2% | -19.3% | -4.0% |
| 3M | +0.4% | -14.9% | +15.4% | +2.3% |
| 6M | -19.2% | +3.1% | -22.3% | -20.7% |
| YTD | +14.4% | -12.4% | +26.8% | +15.4% |
| 1Y | +18.0% | -10.0% | +28.0% | +17.9% |
| 3Y | -9.7% | -31.3% | +21.6% | -10.8% |
| All | -9.7% | -33.5% | +23.8% | -10.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling