+111.2%
HAL vs IT
-40.2%
+151.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.6% | +4.0% | +0.2% |
| 7D | +2.9% | -6.0% | +9.0% | +4.0% |
| 30D | +17.0% | 0.0% | +17.0% | +16.9% |
| 3M | -9.7% | +13.1% | -22.7% | -12.4% |
| 6M | +8.6% | +11.7% | -3.1% | +4.8% |
| YTD | +33.0% | -26.1% | +59.1% | +40.6% |
| 1Y | +68.3% | -21.3% | +89.6% | +73.9% |
| 3Y | +0.1% | -46.7% | +46.9% | +13.5% |
| All | +111.2% | -40.2% | +151.4% | +127.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling