-2.5%
HAL vs IOVA
+44.8%
-47.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IOVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.0% | -1.6% | -0.6% |
| 7D | +2.9% | +9.7% | -6.8% | +2.5% |
| 30D | +17.0% | +102.5% | -85.5% | +13.1% |
| 3M | -9.7% | +100.7% | -110.3% | -12.9% |
| 6M | +8.6% | +106.3% | -97.7% | +4.1% |
| YTD | +33.0% | +222.0% | -189.0% | +23.8% |
| 1Y | +68.3% | +299.5% | -231.2% | +53.6% |
| All | -2.5% | +44.8% | -47.3% | -7.2% |
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