-7.1%
HAL vs IBKR
+291.8%
-299.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.2% |
| 7D | -3.3% | -1.3% | -2.0% | -3.0% |
| 30D | +8.2% | -0.2% | +8.4% | +7.9% |
| 3M | -9.4% | +3.0% | -12.4% | -10.9% |
| 6M | +0.6% | +33.9% | -33.2% | -8.9% |
| YTD | +28.6% | +42.5% | -13.9% | +13.6% |
| 1Y | +63.9% | +44.9% | +19.0% | +42.9% |
| 3Y | -7.1% | +293.0% | -300.1% | -38.5% |
| All | -7.1% | +291.8% | -299.0% | -38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBKR.
Daily Out/Under-Performance
Portfolio return minus IBKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBKR 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 3y: compounded portfolio wealth divided by compounded IBKR 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…
3y analysis · Full analysis span regression · 6 months rolling