-16.9%
HAL vs FOXA
+3.6%
-20.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.1% | -1.0% | +3.1% |
| 7D | +6.1% | +2.7% | +3.4% | +6.1% |
| 30D | +2.9% | +10.0% | -7.1% | +2.8% |
| 3M | +3.3% | +5.0% | -1.7% | +3.1% |
| 6M | -16.9% | +3.4% | -20.3% | -14.8% |
| All | -16.9% | +3.6% | -20.5% | -14.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling