+53.2%
HAL vs ROIV
+413.4%
-360.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +3.9% | -0.2% |
| 7D | +2.6% | +9.2% | -6.6% | +2.0% |
| 30D | -0.1% | +19.9% | -20.0% | -1.3% |
| 3M | -1.1% | +10.6% | -11.7% | -2.0% |
| 6M | -20.7% | +36.1% | -56.8% | -22.8% |
| YTD | +17.5% | +84.3% | -66.8% | +11.5% |
| 1Y | +24.1% | +87.6% | -63.5% | +17.5% |
| 3Y | -8.4% | +353.9% | -362.3% | -19.2% |
| 5Y | +53.2% | +376.1% | -322.8% | +22.3% |
| All | +53.2% | +413.4% | -360.1% | +22.3% |
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