+25.6%
HAL vs FRMI
-93.1%
+118.7%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -10.6% | +7.4% | -3.0% |
| 7D | -7.7% | -39.7% | +32.0% | -7.2% |
| 30D | +0.7% | -55.2% | +55.8% | +1.4% |
| 3M | +2.5% | -71.2% | +73.6% | +3.6% |
| 6M | -20.7% | -64.1% | +43.4% | -20.8% |
| YTD | +18.4% | -77.2% | +95.6% | +18.9% |
| 1Y | +25.6% | -93.2% | +118.7% | +29.3% |
| All | +25.6% | -93.1% | +118.7% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRMI.
Daily Out/Under-Performance
Portfolio return minus FRMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRMI 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 FRMI 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