-13.7%
HAL vs IOVA
+85.3%
-99.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.9% | -4.1% | -0.4% |
| 7D | -12.0% | -5.2% | -6.8% | -11.8% |
| 30D | +0.3% | -37.8% | +38.1% | +1.6% |
| 3M | -1.6% | +29.5% | -31.1% | -4.0% |
| 6M | -20.5% | +96.6% | -117.1% | -24.5% |
| YTD | +14.2% | +194.5% | -180.3% | +4.9% |
| 1Y | +18.9% | +248.1% | -229.2% | +7.7% |
| 3Y | -13.7% | +86.1% | -99.8% | -27.5% |
| All | -13.7% | +85.3% | -99.0% | -27.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IOVA.
Daily Out/Under-Performance
Portfolio return minus IOVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IOVA 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 IOVA 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