-2.5%
HAL vs NDAQ
+94.9%
-97.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | -0.1% |
| 7D | +2.9% | -2.4% | +5.4% | +3.6% |
| 30D | +17.0% | +2.5% | +14.6% | +16.2% |
| 3M | -9.7% | +9.9% | -19.6% | -12.2% |
| 6M | +8.6% | +9.4% | -0.8% | +5.4% |
| YTD | +33.0% | +0.4% | +32.6% | +32.8% |
| 1Y | +68.3% | +4.0% | +64.3% | +65.0% |
| All | -2.5% | +94.9% | -97.4% | -19.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling