-3.8%
HAL vs IJR
+52.6%
-56.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IJR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.7% |
| 7D | -1.3% | -1.1% | -0.2% | -0.5% |
| 30D | +10.9% | -3.6% | +14.5% | +13.9% |
| 3M | -5.8% | +2.3% | -8.2% | -8.1% |
| 6M | +8.1% | +14.3% | -6.2% | -4.2% |
| YTD | +33.2% | +19.3% | +13.9% | +13.7% |
| 1Y | +74.2% | +22.6% | +51.6% | +44.8% |
| All | -3.8% | +52.6% | -56.4% | -29.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling