-1.0%
HAL vs IR
+288.5%
-289.6%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.3% | -1.9% | -1.5% |
| 7D | +2.9% | -2.8% | +5.8% | +4.8% |
| 30D | +17.0% | -15.1% | +32.2% | +30.4% |
| 3M | -9.7% | +6.1% | -15.7% | -15.2% |
| 6M | +8.6% | -16.8% | +25.4% | +18.3% |
| YTD | +33.0% | -3.5% | +36.5% | +29.0% |
| 1Y | +68.3% | -3.5% | +71.8% | +62.0% |
| 3Y | +0.1% | +9.5% | -9.4% | -16.6% |
| 5Y | +102.6% | +45.1% | +57.5% | +29.8% |
| All | -1.0% | +288.5% | -289.6% | -66.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling