-3.8%
HAL vs IWF
+80.2%
-84.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | 0.0% | -0.6% | -0.6% |
| 7D | +2.9% | +0.5% | +2.4% | +2.7% |
| 30D | +17.0% | -0.4% | +17.4% | +17.2% |
| 3M | -9.7% | -2.6% | -7.0% | -8.7% |
| 6M | +8.6% | +9.1% | -0.5% | +2.8% |
| YTD | +33.0% | +4.5% | +28.5% | +29.1% |
| 1Y | +68.3% | +10.1% | +58.2% | +57.6% |
| All | -3.8% | +80.2% | -84.0% | -27.3% |
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