+74.2%
HAL vs IVZ
+50.2%
+24.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.0% |
| 7D | -1.3% | +1.2% | -2.5% | -1.5% |
| 30D | +10.9% | +1.8% | +9.1% | +10.5% |
| 3M | -5.8% | +15.7% | -21.6% | -8.2% |
| 6M | +8.1% | +36.3% | -28.2% | +1.5% |
| YTD | +33.2% | +24.9% | +8.3% | +26.8% |
| 1Y | +74.2% | +48.9% | +25.2% | +70.1% |
| All | +74.2% | +50.2% | +24.0% | +70.1% |
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