+109.7%
HAL vs FND
-61.9%
+171.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.6% | +3.9% | -0.1% |
| 7D | +0.5% | +0.4% | +0.1% | +0.4% |
| 30D | +15.9% | -23.6% | +39.5% | +20.2% |
| 3M | -8.7% | +4.3% | -13.0% | -10.5% |
| 6M | +9.0% | -20.3% | +29.3% | +11.4% |
| YTD | +32.0% | -21.3% | +53.3% | +34.7% |
| 1Y | +72.5% | -45.4% | +117.8% | +88.2% |
| 3Y | -4.5% | -48.9% | +44.3% | +2.2% |
| 5Y | +109.7% | -61.0% | +170.7% | +130.8% |
| All | +109.7% | -61.9% | +171.5% | +130.8% |
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 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