+67.6%
HAL vs IWF
+7.4%
+60.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +0.9% |
| 7D | -1.3% | +0.5% | -1.9% | -1.3% |
| 30D | +10.9% | -1.4% | +12.3% | +10.9% |
| 3M | -5.8% | +0.4% | -6.3% | -5.9% |
| 6M | +8.1% | +8.5% | -0.3% | +8.2% |
| YTD | +33.2% | +3.7% | +29.5% | +34.7% |
| All | +67.6% | +7.4% | +60.3% | +82.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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