+111.9%
HAL vs IEF
-8.6%
+120.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IEF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.2% | +0.7% |
| 7D | -1.3% | -0.3% | -1.0% | -1.5% |
| 30D | +10.9% | -0.6% | +11.5% | +10.5% |
| 3M | -5.8% | -1.0% | -4.9% | -6.4% |
| 6M | +8.1% | -3.1% | +11.2% | +6.0% |
| YTD | +33.2% | -1.9% | +35.1% | +31.6% |
| 1Y | +74.2% | -1.4% | +75.5% | +72.9% |
| 3Y | -3.7% | +9.8% | -13.5% | +2.5% |
| 5Y | +111.9% | -8.8% | +120.7% | +66.3% |
| All | +111.9% | -8.6% | +120.5% | +66.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IEF.
Daily Out/Under-Performance
Portfolio return minus IEF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IEF 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 5y: compounded portfolio wealth divided by compounded IEF 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…
5y analysis · Full analysis span regression · 6 months rolling