+27.5%
HAL vs FRMI
-87.9%
+115.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FRMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +26.7% | -23.6% | +2.4% |
| 7D | +6.1% | +66.2% | -60.1% | +4.6% |
| 30D | +2.9% | -17.4% | +20.3% | +2.4% |
| 3M | +3.3% | -60.5% | +63.8% | +3.7% |
| 6M | -16.9% | -56.5% | +39.6% | -17.4% |
| YTD | +21.2% | -67.4% | +88.6% | +20.4% |
| 1Y | +27.5% | -85.1% | +112.6% | +31.5% |
| All | +27.5% | -87.9% | +115.5% | +31.5% |
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