+1.2%
HAL vs NDAQ
+372.3%
-371.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.9% | +1.2% | +0.2% |
| 7D | +0.5% | -2.6% | +3.0% | +1.7% |
| 30D | +15.9% | +0.5% | +15.5% | +15.5% |
| 3M | -8.7% | +9.9% | -18.6% | -14.1% |
| 6M | +9.0% | +8.2% | +0.8% | +2.7% |
| YTD | +32.0% | -1.5% | +33.5% | +29.8% |
| 1Y | +72.5% | +1.3% | +71.1% | +66.1% |
| 3Y | -4.5% | +92.6% | -97.1% | -38.3% |
| 5Y | +109.7% | +53.8% | +55.9% | +51.3% |
| 10Y | +1.2% | +376.0% | -374.8% | -59.0% |
| All | +1.2% | +372.3% | -371.1% | -59.0% |
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