+53.1%
HAL vs IBKR
+1,318.9%
-1,265.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.4% |
| 7D | -3.3% | -3.8% | +0.5% | -1.5% |
| 30D | +7.2% | -0.3% | +7.5% | +6.7% |
| 3M | -8.8% | +4.8% | -13.6% | -12.5% |
| 6M | +3.0% | +30.8% | -27.8% | -12.5% |
| YTD | +29.4% | +39.5% | -10.1% | +5.8% |
| 1Y | +62.8% | +43.7% | +19.2% | +29.8% |
| 3Y | -6.4% | +284.7% | -291.1% | -57.3% |
| 5Y | +103.6% | +484.9% | -381.3% | -27.4% |
| 10Y | +4.3% | +980.8% | -976.5% | -72.5% |
| All | +53.1% | +1,318.9% | -1,265.8% | -74.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling