+59.2%
HAL vs IBB
+39.3%
+19.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.4% | +3.5% | +3.3% |
| 7D | +6.1% | -0.5% | +6.6% | +6.3% |
| 30D | +2.9% | +4.6% | -1.7% | +1.3% |
| 3M | +3.3% | +6.8% | -3.5% | +0.5% |
| 6M | -16.9% | +23.1% | -40.0% | -23.7% |
| YTD | +21.2% | +26.0% | -4.8% | +9.6% |
| 1Y | +27.5% | +30.4% | -2.8% | +13.6% |
| 3Y | -6.4% | +85.4% | -91.9% | -29.4% |
| All | +59.2% | +39.3% | +19.8% | +20.5% |
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