+105.3%
HAL vs IBB
+22.5%
+82.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.9% | +0.3% | -0.3% |
| 7D | +2.9% | +1.4% | +1.5% | +2.5% |
| 30D | +17.0% | +10.5% | +6.5% | +12.8% |
| 3M | -9.7% | +23.6% | -33.3% | -16.6% |
| 6M | +8.6% | +22.6% | -14.0% | +0.1% |
| YTD | +33.0% | +25.7% | +7.3% | +21.1% |
| 1Y | +68.3% | +51.4% | +16.9% | +40.9% |
| 3Y | +0.1% | +64.4% | -64.3% | -20.1% |
| All | +105.3% | +22.5% | +82.8% | +56.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling