+593.0%
HAL vs IT
+6,105.9%
-5,512.8%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.6% | +4.0% | +0.5% |
| 7D | +2.9% | -6.0% | +9.0% | +4.4% |
| 30D | +17.0% | 0.0% | +17.0% | +16.8% |
| 3M | -9.7% | +13.1% | -22.7% | -13.6% |
| 6M | +8.6% | +11.7% | -3.1% | +3.1% |
| YTD | +33.0% | -26.1% | +59.1% | +38.0% |
| 1Y | +68.3% | -21.3% | +89.6% | +71.2% |
| 3Y | +0.1% | -46.7% | +46.9% | +9.7% |
| 5Y | +102.6% | -40.5% | +143.1% | +113.3% |
| 10Y | +3.8% | +103.9% | -100.1% | -17.2% |
| All | +593.0% | +6,105.9% | -5,512.8% | +179.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling