+74.2%
HAL vs NDAQ
+0.3%
+73.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +0.8% |
| 7D | -1.3% | -1.6% | +0.2% | -1.4% |
| 30D | +10.9% | -1.5% | +12.4% | +10.8% |
| 3M | -5.8% | +8.0% | -13.9% | -5.1% |
| 6M | +8.1% | +7.7% | +0.4% | +9.3% |
| YTD | +33.2% | -2.3% | +35.5% | +34.2% |
| 1Y | +74.2% | +0.6% | +73.6% | +71.8% |
| All | +74.2% | +0.3% | +73.9% | +71.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling