-6.4%
HAL vs IWF
+65.9%
-72.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -1.1% | +4.2% | +3.6% |
| 7D | +6.1% | +2.8% | +3.3% | +4.7% |
| 30D | +2.9% | -7.5% | +10.4% | +6.6% |
| 3M | +3.3% | -8.5% | +11.8% | +7.5% |
| 6M | -16.9% | -7.4% | -9.5% | -14.4% |
| YTD | +21.2% | -2.6% | +23.8% | +21.1% |
| 1Y | +27.5% | -1.8% | +29.4% | +26.7% |
| 3Y | -6.4% | +65.5% | -71.9% | -31.3% |
| All | -6.4% | +65.9% | -72.3% | -31.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling