+105.3%
HAL vs IP
-17.2%
+122.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.2% | -2.8% | -1.3% |
| 7D | +2.9% | -5.3% | +8.2% | +4.6% |
| 30D | +17.0% | -10.9% | +27.9% | +20.9% |
| 3M | -9.7% | +11.2% | -20.8% | -14.3% |
| 6M | +8.6% | -10.2% | +18.9% | +10.6% |
| YTD | +33.0% | -2.0% | +35.0% | +29.7% |
| 1Y | +68.3% | -19.1% | +87.4% | +77.0% |
| 3Y | +0.1% | +20.9% | -20.7% | -16.9% |
| All | +105.3% | -17.2% | +122.5% | +106.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling