+25.6%
HAL vs IOT
+8.2%
+17.4%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +4.1% | -7.3% | -3.1% |
| 7D | -7.7% | -0.5% | -7.3% | -7.7% |
| 30D | +0.7% | +1.0% | -0.3% | +0.7% |
| 3M | +2.5% | +10.9% | -8.5% | +2.7% |
| 6M | -20.7% | +39.9% | -60.6% | -20.5% |
| YTD | +18.4% | +20.8% | -2.4% | +19.5% |
| 1Y | +25.6% | +10.6% | +15.0% | +29.2% |
| All | +25.6% | +8.2% | +17.4% | +29.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IOT.
Daily Out/Under-Performance
Portfolio return minus IOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOT 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 IOT 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