+140.7%
HAL vs IJH
+1,068.3%
-927.6%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IJH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | -0.1% | +0.1% |
| 7D | +0.5% | +1.0% | -0.6% | -0.8% |
| 30D | +15.9% | -3.1% | +19.1% | +20.3% |
| 3M | -8.7% | +1.9% | -10.7% | -11.6% |
| 6M | +9.0% | +11.0% | -2.0% | -5.8% |
| YTD | +32.0% | +14.7% | +17.3% | +9.3% |
| 1Y | +72.5% | +15.6% | +56.9% | +41.1% |
| 3Y | -4.5% | +52.5% | -57.1% | -45.0% |
| 5Y | +109.7% | +49.1% | +60.6% | +22.5% |
| 10Y | +1.2% | +177.7% | -176.5% | -68.0% |
| All | +140.7% | +1,068.3% | -927.6% | -80.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling