+39.7%
HAL vs ROIV
+378.2%
-338.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.4% | -0.6% |
| 7D | -12.0% | +5.3% | -17.3% | -12.3% |
| 30D | +0.3% | +11.9% | -11.6% | -0.5% |
| 3M | -1.6% | +10.7% | -12.3% | -2.5% |
| 6M | -20.5% | +34.9% | -55.4% | -22.5% |
| YTD | +14.2% | +79.2% | -64.9% | +8.6% |
| 1Y | +18.9% | +89.0% | -70.2% | +12.4% |
| 3Y | -13.7% | +337.3% | -351.1% | -23.9% |
| All | +39.7% | +378.2% | -338.5% | +11.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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