+28.8%
HAL vs IRE
-97.7%
+126.5%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -15.8% | +15.8% | +0.1% |
| 7D | -6.5% | -41.9% | +35.4% | -6.1% |
| 30D | -2.1% | -75.1% | +73.0% | -1.3% |
| 3M | -4.9% | -82.4% | +77.5% | -4.0% |
| 6M | -19.3% | -95.5% | +76.2% | -17.6% |
| YTD | +14.3% | -93.1% | +107.4% | +13.9% |
| 1Y | +17.3% | -97.8% | +115.1% | +16.4% |
| All | +28.8% | -97.7% | +126.5% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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