+109.7%
HAL vs IVZ
+63.4%
+46.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +0.1% |
| 7D | +0.5% | +1.1% | -0.6% | 0.0% |
| 30D | +15.9% | +3.1% | +12.8% | +14.4% |
| 3M | -8.7% | +18.2% | -26.9% | -15.2% |
| 6M | +9.0% | +38.6% | -29.6% | -5.7% |
| YTD | +32.0% | +25.9% | +6.1% | +18.1% |
| 1Y | +72.5% | +51.7% | +20.8% | +42.1% |
| 3Y | -4.5% | +138.7% | -143.2% | -37.8% |
| 5Y | +109.7% | +62.8% | +46.9% | +59.0% |
| All | +109.7% | +63.4% | +46.3% | +59.0% |
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