+68.3%
HAL vs IP
-18.9%
+87.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -0.6% |
| 7D | +2.9% | -5.3% | +8.2% | +2.9% |
| 30D | +17.0% | -10.9% | +27.9% | +16.9% |
| 3M | -9.7% | +11.2% | -20.8% | -10.2% |
| 6M | +8.6% | -10.2% | +18.9% | +13.1% |
| YTD | +33.0% | -2.0% | +35.0% | +35.2% |
| 1Y | +68.3% | -19.1% | +87.4% | +73.9% |
| All | +68.3% | -18.9% | +87.2% | +73.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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