-19.1%
HAL vs IP
+31.6%
-50.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.9% | -2.8% | -1.4% |
| 7D | -7.9% | -3.0% | -4.9% | -6.4% |
| 30D | -2.1% | +10.6% | -12.7% | -7.8% |
| 3M | +0.4% | -13.6% | +14.0% | +7.6% |
| 6M | -19.2% | +10.4% | -29.7% | -27.3% |
| YTD | +14.4% | -6.5% | +20.9% | +9.8% |
| 1Y | +18.0% | -2.1% | +20.1% | +9.5% |
| 3Y | -9.7% | +22.0% | -31.7% | -35.9% |
| 5Y | +40.1% | -9.7% | +49.9% | +21.9% |
| 10Y | -19.1% | +26.8% | -45.9% | -41.2% |
| All | -19.1% | +31.6% | -50.7% | -41.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling