+29.0%
HAL vs IRE
-98.0%
+127.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -33.9% | +30.7% | -2.9% |
| 7D | -11.1% | -57.1% | +46.1% | -10.5% |
| 30D | -2.4% | -84.4% | +82.0% | -1.1% |
| 3M | +0.8% | -85.0% | +85.7% | +1.9% |
| 6M | -22.8% | -95.2% | +72.4% | -21.3% |
| YTD | +14.5% | -93.9% | +108.4% | +14.3% |
| 1Y | +20.2% | -98.8% | +119.0% | +18.9% |
| All | +29.0% | -98.0% | +127.0% | +28.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling