-19.1%
HAL vs NDAQ
+484.3%
-503.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.5% |
| 7D | -7.9% | -0.1% | -7.8% | -7.9% |
| 30D | -2.1% | +15.9% | -17.9% | -9.5% |
| 3M | +0.4% | +15.1% | -14.7% | -7.1% |
| 6M | -19.2% | +22.9% | -42.1% | -28.6% |
| YTD | +14.4% | +12.8% | +1.5% | +4.5% |
| 1Y | +18.0% | +26.0% | -8.0% | +0.9% |
| 3Y | -9.7% | +119.7% | -129.4% | -45.4% |
| 5Y | +40.1% | +65.4% | -25.3% | -1.4% |
| 10Y | -19.1% | +469.3% | -488.4% | -70.5% |
| All | -19.1% | +484.3% | -503.4% | -70.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 10y: compounded portfolio wealth divided by compounded NDAQ 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…
10y analysis · Full analysis span regression · 6 months rolling