+201.6%
HAL vs IBN
+1,532.9%
-1,331.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.7% | +0.1% | -0.4% |
| 7D | +2.9% | +1.4% | +1.5% | +2.5% |
| 30D | +17.0% | -0.3% | +17.4% | +17.1% |
| 3M | -9.7% | +17.1% | -26.8% | -13.8% |
| 6M | +8.6% | +3.4% | +5.2% | +6.8% |
| YTD | +33.0% | +2.5% | +30.5% | +30.8% |
| 1Y | +68.3% | -4.2% | +72.5% | +68.5% |
| 3Y | +0.1% | +32.4% | -32.3% | -9.6% |
| 5Y | +102.6% | +59.2% | +43.4% | +72.1% |
| 10Y | +3.8% | +345.7% | -341.8% | -34.6% |
| All | +201.6% | +1,532.9% | -1,331.4% | +30.4% |
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