+27.5%
HAL vs IBN
+12.1%
+15.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.4% | +2.7% | +3.2% |
| 7D | +6.1% | +1.9% | +4.2% | +6.6% |
| 30D | +2.9% | +22.1% | -19.2% | +8.2% |
| 3M | +3.3% | +17.1% | -13.8% | +7.5% |
| 6M | -16.9% | +35.5% | -52.5% | -10.3% |
| YTD | +21.2% | +16.8% | +4.4% | +28.0% |
| 1Y | +27.5% | +12.4% | +15.2% | +37.9% |
| All | +27.5% | +12.1% | +15.4% | +37.9% |
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