+39.7%
HAL vs IBB
+37.5%
+2.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.8% |
| 7D | -12.0% | -1.8% | -10.1% | -11.5% |
| 30D | +0.3% | +5.1% | -4.8% | -1.5% |
| 3M | -1.6% | +10.7% | -12.3% | -5.5% |
| 6M | -20.5% | +22.9% | -43.4% | -26.9% |
| YTD | +14.2% | +26.7% | -12.5% | +3.1% |
| 1Y | +18.9% | +35.1% | -16.3% | +4.1% |
| 3Y | -13.7% | +80.2% | -93.9% | -34.3% |
| All | +39.7% | +37.5% | +2.3% | +9.0% |
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