+2.6%
HAL vs IJH
+184.0%
-181.5%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -1.6% |
| 7D | -3.3% | -1.9% | -1.5% | -1.0% |
| 30D | +8.2% | -4.6% | +12.8% | +14.8% |
| 3M | -9.4% | -1.2% | -8.3% | -8.8% |
| 6M | +0.6% | +9.4% | -8.8% | -12.4% |
| YTD | +28.6% | +13.3% | +15.2% | +6.5% |
| 1Y | +63.9% | +13.4% | +50.5% | +35.3% |
| 3Y | -7.1% | +50.4% | -57.6% | -48.6% |
| 5Y | +102.3% | +49.0% | +53.4% | +10.4% |
| All | +2.6% | +184.0% | -181.5% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IJH.
Daily Out/Under-Performance
Portfolio return minus IJH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJH 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 10y: compounded portfolio wealth divided by compounded IJH 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…
10y analysis · Full analysis span regression · 6 months rolling