-10.9%
HAL vs IT
-53.1%
+42.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.0% | +0.1% |
| 7D | -6.5% | -7.5% | +1.0% | -5.7% |
| 30D | -2.1% | -1.2% | -1.0% | -2.3% |
| 3M | -4.9% | -2.2% | -2.7% | -5.1% |
| 6M | -19.3% | +19.1% | -38.4% | -22.0% |
| YTD | +14.3% | -25.1% | +39.4% | +19.7% |
| 1Y | +17.3% | -17.4% | +34.7% | +19.9% |
| 3Y | -10.9% | -54.1% | +43.2% | +6.1% |
| All | -10.9% | -53.1% | +42.2% | +6.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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