+27.5%
HAL vs IVZ
+21.9%
+5.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.6% | +1.5% | +3.0% |
| 7D | +6.1% | +6.8% | -0.7% | +5.4% |
| 30D | +2.9% | +3.5% | -0.7% | +2.5% |
| 3M | +3.3% | -10.0% | +13.4% | +4.6% |
| 6M | -16.9% | +4.5% | -21.4% | -17.8% |
| YTD | +21.2% | +12.6% | +8.6% | +15.7% |
| 1Y | +27.5% | +24.4% | +3.1% | +16.2% |
| All | +27.5% | +21.9% | +5.6% | +16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling