+74.2%
HAL vs FTV
+17.4%
+56.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.0% |
| 7D | -1.3% | -1.3% | -0.1% | -1.2% |
| 30D | +10.9% | -9.5% | +20.4% | +11.9% |
| 3M | -5.8% | -10.9% | +5.1% | -5.0% |
| 6M | +8.1% | -0.6% | +8.7% | +6.9% |
| YTD | +33.2% | +1.4% | +31.8% | +29.8% |
| 1Y | +74.2% | +17.6% | +56.5% | +58.6% |
| All | +74.2% | +17.4% | +56.8% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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