+111.9%
HAL vs IYR
+4.2%
+107.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IYR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.5% |
| 7D | -1.3% | -0.9% | -0.4% | -0.8% |
| 30D | +10.9% | -2.4% | +13.2% | +12.2% |
| 3M | -5.8% | -2.0% | -3.8% | -5.1% |
| 6M | +8.1% | +2.5% | +5.6% | +5.6% |
| YTD | +33.2% | +8.3% | +24.9% | +25.6% |
| 1Y | +74.2% | +6.5% | +67.7% | +65.8% |
| 3Y | -3.7% | +29.3% | -33.0% | -19.2% |
| 5Y | +111.9% | +5.7% | +106.2% | +103.1% |
| All | +111.9% | +4.2% | +107.7% | +103.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IYR.
Daily Out/Under-Performance
Portfolio return minus IYR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IYR 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 IYR 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