+40.1%
HAL vs FND
-60.4%
+100.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.1% | -3.9% | -0.4% |
| 7D | -7.9% | +8.5% | -16.4% | -9.0% |
| 30D | -2.1% | +17.2% | -19.3% | -4.5% |
| 3M | +0.4% | -14.9% | +15.4% | +2.4% |
| 6M | -19.2% | +3.1% | -22.3% | -20.9% |
| YTD | +14.4% | -12.4% | +26.8% | +14.6% |
| 1Y | +18.0% | -10.0% | +28.0% | +17.3% |
| 3Y | -9.7% | -31.3% | +21.6% | -7.8% |
| 5Y | +40.1% | -60.3% | +100.5% | +60.0% |
| All | +40.1% | -60.4% | +100.6% | +60.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling