+63.9%
HAL vs IJR
+21.9%
+42.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.5% | -1.2% | -0.8% |
| 7D | -3.3% | -2.2% | -1.2% | -2.7% |
| 30D | +8.2% | -4.6% | +12.8% | +9.5% |
| 3M | -9.4% | +0.2% | -9.7% | -9.9% |
| 6M | +0.6% | +14.7% | -14.1% | -6.9% |
| YTD | +28.6% | +18.9% | +9.7% | +15.7% |
| 1Y | +63.9% | +19.9% | +44.0% | +45.7% |
| All | +63.9% | +21.9% | +42.0% | +45.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IJR.
Daily Out/Under-Performance
Portfolio return minus IJR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IJR 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 IJR 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