+41.1%
IGV vs HAL
-4.2%
+45.3%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.7% | -1.1% | -1.7% |
| 7D | -3.3% | +0.5% | -3.8% | -3.4% |
| 30D | 0.0% | +15.9% | -16.0% | -2.4% |
| 3M | +7.3% | -8.7% | +16.1% | +8.9% |
| 6M | +16.7% | +9.0% | +7.7% | +14.1% |
| YTD | -2.8% | +32.0% | -34.9% | -9.1% |
| 1Y | -6.7% | +72.5% | -79.1% | -18.2% |
| 3Y | +41.1% | -4.5% | +45.7% | +28.0% |
| All | +41.1% | -4.2% | +45.3% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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