+108.1%
HAL vs ROIV
+232.7%
-124.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.5% | -2.1% | -0.7% |
| 7D | +2.9% | +0.6% | +2.3% | +2.9% |
| 30D | +17.0% | +1.0% | +16.1% | +16.9% |
| 3M | -9.7% | +18.3% | -27.9% | -10.8% |
| 6M | +8.6% | +18.3% | -9.7% | +7.1% |
| YTD | +33.0% | +61.0% | -28.0% | +27.9% |
| 1Y | +68.3% | +177.9% | -109.6% | +55.3% |
| 3Y | +0.1% | +199.1% | -199.0% | -8.9% |
| 5Y | +102.6% | +250.7% | -148.1% | +68.7% |
| All | +108.1% | +232.7% | -124.5% | +71.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling