+938.5%
IGV vs HAL
+228.3%
+710.2%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.1% | -3.4% | -1.0% |
| 7D | +2.3% | +6.1% | -3.8% | +0.9% |
| 30D | -6.0% | +2.9% | -8.9% | -6.7% |
| 3M | -4.8% | +3.3% | -8.1% | -5.8% |
| 6M | +14.2% | -16.9% | +31.1% | +18.4% |
| YTD | -4.2% | +21.2% | -25.4% | -9.8% |
| 1Y | -5.3% | +27.5% | -32.8% | -11.9% |
| 3Y | +38.8% | -6.4% | +45.2% | +35.4% |
| 5Y | +14.2% | +58.0% | -43.8% | -5.9% |
| 10Y | +357.6% | -14.6% | +372.2% | +278.2% |
| All | +938.5% | +228.3% | +710.2% | +393.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling