-20.8%
HAL vs IBN
+364.2%
-385.0%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.2% | -1.3% | -0.6% |
| 7D | -6.5% | +15.8% | -22.3% | -12.2% |
| 30D | -2.1% | +25.1% | -27.2% | -11.2% |
| 3M | -4.9% | +16.0% | -20.8% | -11.0% |
| 6M | -19.3% | +32.8% | -52.1% | -29.1% |
| YTD | +14.3% | +18.0% | -3.7% | +4.7% |
| 1Y | +17.3% | +15.9% | +1.4% | +8.3% |
| 3Y | -10.9% | +57.6% | -68.6% | -30.4% |
| 5Y | +47.4% | +74.7% | -27.3% | +8.0% |
| 10Y | -20.8% | +373.9% | -394.7% | -58.5% |
| All | -20.8% | +364.2% | -385.0% | -58.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling