+6.3%
HAL vs FTI
+313.1%
-306.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.4% | +1.3% | +1.2% |
| 7D | -1.3% | -2.3% | +1.0% | +0.3% |
| 30D | +10.9% | +5.0% | +5.9% | +7.1% |
| 3M | -5.8% | +13.8% | -19.7% | -14.7% |
| 6M | +8.1% | +22.9% | -14.8% | -7.5% |
| YTD | +33.2% | +75.0% | -41.8% | -11.5% |
| 1Y | +74.2% | +96.9% | -22.7% | +6.2% |
| 3Y | -3.7% | +276.7% | -280.4% | -64.6% |
| 5Y | +111.9% | +1,157.0% | -1,045.1% | -69.5% |
| All | +6.3% | +313.1% | -306.8% | -73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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