+40.1%
HAL vs IVZ
+37.3%
+2.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +6.8% | -6.6% | -2.3% |
| 7D | -7.9% | +4.1% | -12.0% | -9.5% |
| 30D | -2.1% | -2.0% | 0.0% | -1.8% |
| 3M | +0.4% | -7.8% | +8.3% | +2.8% |
| 6M | -19.2% | +6.3% | -25.6% | -22.5% |
| YTD | +14.4% | +12.6% | +1.8% | +6.1% |
| 1Y | +18.0% | +27.6% | -9.7% | +3.5% |
| 3Y | -9.7% | +154.0% | -163.7% | -43.4% |
| 5Y | +40.1% | +37.3% | +2.8% | +23.3% |
| All | +40.1% | +37.3% | +2.8% | +23.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling