+519.2%
HAL vs NDAQ
+2,593.6%
-2,074.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.4% |
| 7D | -12.0% | +0.8% | -12.8% | -12.3% |
| 30D | +0.3% | +16.5% | -16.2% | -5.5% |
| 3M | -1.6% | +13.5% | -15.1% | -6.6% |
| 6M | -20.5% | +20.9% | -41.4% | -26.8% |
| YTD | +14.2% | +11.4% | +2.8% | +7.4% |
| 1Y | +18.9% | +25.9% | -7.1% | +6.6% |
| 3Y | -13.7% | +119.9% | -133.6% | -37.6% |
| 5Y | +42.2% | +61.7% | -19.6% | +13.7% |
| 10Y | -16.7% | +481.6% | -498.3% | -57.7% |
| All | +519.2% | +2,593.6% | -2,074.4% | +125.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling