+7.4%
HAL vs IBN
+312.2%
-304.8%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +1.6% |
| 7D | -1.3% | -5.1% | +3.8% | +0.8% |
| 30D | +10.9% | -3.5% | +14.4% | +12.4% |
| 3M | -5.8% | +11.3% | -17.2% | -10.3% |
| 6M | +8.1% | +4.4% | +3.7% | +5.0% |
| YTD | +33.2% | -1.8% | +35.0% | +32.3% |
| 1Y | +74.2% | -8.0% | +82.1% | +77.4% |
| 3Y | -3.7% | +27.1% | -30.8% | -16.9% |
| 5Y | +111.9% | +54.5% | +57.4% | +64.1% |
| 10Y | +7.4% | +314.2% | -306.8% | -39.7% |
| All | +7.4% | +312.2% | -304.8% | -39.7% |
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