+68.3%
HAL vs FOXA
+9.1%
+59.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.5% |
| 7D | +2.9% | -4.0% | +6.9% | +3.1% |
| 30D | +17.0% | +12.0% | +5.1% | +16.4% |
| 3M | -9.7% | +0.3% | -9.9% | -8.8% |
| 6M | +8.6% | +12.5% | -3.8% | +8.4% |
| YTD | +33.0% | -9.6% | +42.6% | +35.6% |
| 1Y | +68.3% | +8.6% | +59.7% | +70.7% |
| All | +68.3% | +9.1% | +59.2% | +70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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