+14.8%
IGV vs HAL
+58.8%
-44.0%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -0.7% |
| 7D | +2.3% | +6.1% | -3.8% | +1.4% |
| 30D | -6.0% | +2.9% | -8.9% | -6.5% |
| 3M | -4.8% | +3.3% | -8.1% | -5.5% |
| 6M | +14.2% | -16.9% | +31.1% | +17.3% |
| YTD | -4.2% | +21.2% | -25.4% | -8.6% |
| 1Y | -5.3% | +27.5% | -32.8% | -10.5% |
| 3Y | +38.8% | -6.4% | +45.2% | +34.0% |
| All | +14.8% | +58.8% | -44.0% | -1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling