-9.3%
HAL vs IR
+25.6%
-34.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.3% | -0.8% | -0.6% |
| 7D | +2.6% | +4.3% | -1.6% | +1.0% |
| 30D | -0.1% | +8.1% | -8.2% | -3.1% |
| 3M | -1.1% | +0.7% | -1.8% | -1.7% |
| 6M | -20.7% | +16.6% | -37.4% | -26.7% |
| YTD | +17.5% | +7.8% | +9.7% | +10.0% |
| 1Y | +24.1% | +9.9% | +14.2% | +14.6% |
| All | -9.3% | +25.6% | -34.8% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IR.
Daily Out/Under-Performance
Portfolio return minus IR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IR 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 IR 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