+25.6%
HAL vs IFF
+44.8%
-19.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IFF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.9% | +1.8% | -3.7% |
| 7D | -7.7% | -3.3% | -4.4% | -8.0% |
| 30D | +0.7% | +5.3% | -4.6% | +1.4% |
| 3M | +2.5% | +8.9% | -6.4% | +3.7% |
| 6M | -20.7% | +26.3% | -47.0% | -17.9% |
| YTD | +18.4% | +32.2% | -13.8% | +21.5% |
| 1Y | +25.6% | +45.8% | -20.2% | +27.7% |
| All | +25.6% | +44.8% | -19.3% | +27.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IFF.
Daily Out/Under-Performance
Portfolio return minus IFF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IFF 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 IFF 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