+159.3%
HAL vs IBN
+1,756.6%
-1,597.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.5% | -0.3% |
| 7D | -7.9% | +14.6% | -22.5% | -11.5% |
| 30D | -2.1% | +23.5% | -25.6% | -8.0% |
| 3M | +0.4% | +14.0% | -13.6% | -3.5% |
| 6M | -19.2% | +31.1% | -50.4% | -25.7% |
| YTD | +14.4% | +16.6% | -2.2% | +8.2% |
| 1Y | +18.0% | +14.9% | +3.1% | +12.1% |
| 3Y | -9.7% | +56.9% | -66.6% | -22.4% |
| 5Y | +40.1% | +69.7% | -29.5% | +16.8% |
| 10Y | -19.1% | +365.4% | -384.5% | -49.7% |
| All | +159.3% | +1,756.6% | -1,597.2% | +7.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling