+100.1%
HAL vs FRSH
-72.5%
+172.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.7% |
| 7D | -3.3% | -6.6% | +3.3% | -2.7% |
| 30D | +8.2% | +2.1% | +6.1% | +7.8% |
| 3M | -9.4% | +29.0% | -38.4% | -12.0% |
| 6M | +0.6% | +48.6% | -48.0% | -4.0% |
| YTD | +28.6% | -2.9% | +31.5% | +27.9% |
| 1Y | +63.9% | -7.9% | +71.8% | +63.8% |
| 3Y | -7.1% | -46.5% | +39.4% | -3.9% |
| All | +100.1% | -72.5% | +172.6% | +105.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 10y: compounded portfolio wealth divided by compounded FRSH 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…
10y analysis · Full analysis span regression · 6 months rolling