-14.9%
HAL vs IBN
+385.6%
-400.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +3.0% |
| 7D | +6.1% | +1.9% | +4.2% | +5.3% |
| 30D | +2.9% | +22.1% | -19.2% | -5.7% |
| 3M | +3.3% | +17.1% | -13.8% | -3.7% |
| 6M | -16.9% | +35.5% | -52.5% | -27.7% |
| YTD | +21.2% | +16.8% | +4.4% | +11.4% |
| 1Y | +27.5% | +12.4% | +15.2% | +19.3% |
| 3Y | -6.4% | +58.0% | -64.5% | -27.0% |
| 5Y | +58.0% | +73.7% | -15.7% | +16.0% |
| All | -14.9% | +385.6% | -400.4% | -57.0% |
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