+39.7%
HAL vs NDAQ
+60.8%
-21.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | -12.0% | +0.8% | -12.8% | -12.3% |
| 30D | +0.3% | +16.5% | -16.2% | -4.8% |
| 3M | -1.6% | +13.5% | -15.1% | -6.0% |
| 6M | -20.5% | +20.9% | -41.4% | -26.1% |
| YTD | +14.2% | +11.4% | +2.8% | +8.9% |
| 1Y | +18.9% | +25.9% | -7.1% | +7.1% |
| 3Y | -13.7% | +119.9% | -133.6% | -39.4% |
| All | +39.7% | +60.8% | -21.0% | +14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling