-4.5%
HAL vs IT
-51.4%
+46.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -7.4% | +6.7% | +0.1% |
| 7D | +0.5% | -9.1% | +9.6% | +1.5% |
| 30D | +15.9% | -7.0% | +22.9% | +16.7% |
| 3M | -8.7% | +7.6% | -16.3% | -9.9% |
| 6M | +9.0% | +2.1% | +6.9% | +7.8% |
| YTD | +32.0% | -31.6% | +63.6% | +39.3% |
| 1Y | +72.5% | -29.9% | +102.4% | +80.2% |
| 3Y | -4.5% | -51.3% | +46.7% | +15.8% |
| All | -4.5% | -51.4% | +46.8% | +15.8% |
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