+1.2%
HAL vs IBB
+122.6%
-121.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.4% | +0.5% |
| 7D | +0.5% | -1.7% | +2.1% | +1.4% |
| 30D | +15.9% | +4.9% | +11.1% | +12.3% |
| 3M | -8.7% | +24.2% | -32.9% | -20.6% |
| 6M | +9.0% | +23.8% | -14.8% | -5.8% |
| YTD | +32.0% | +23.0% | +9.1% | +14.1% |
| 1Y | +72.5% | +46.2% | +26.3% | +32.7% |
| 3Y | -4.5% | +64.8% | -69.4% | -33.4% |
| 5Y | +109.7% | +20.9% | +88.8% | +78.4% |
| 10Y | +1.2% | +121.6% | -120.4% | -41.7% |
| All | +1.2% | +122.6% | -121.4% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded IBB 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling