+74.2%
HAL vs IBN
-8.0%
+82.1%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.7% | +2.6% | +0.5% |
| 7D | -1.3% | -5.1% | +3.8% | -2.4% |
| 30D | +10.9% | -3.5% | +14.4% | +10.1% |
| 3M | -5.8% | +11.3% | -17.2% | -3.8% |
| 6M | +8.1% | +4.4% | +3.7% | +10.4% |
| YTD | +33.2% | -1.8% | +35.0% | +35.7% |
| 1Y | +74.2% | -8.0% | +82.1% | +78.2% |
| All | +74.2% | -8.0% | +82.1% | +78.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling