+620.9%
HAL vs NDAQ
+2,327.9%
-1,707.0%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.9% | +1.3% | +0.1% |
| 7D | +2.9% | -2.4% | +5.4% | +3.8% |
| 30D | +17.0% | +2.5% | +14.6% | +15.9% |
| 3M | -9.7% | +9.9% | -19.6% | -13.4% |
| 6M | +8.6% | +9.4% | -0.8% | +3.8% |
| YTD | +33.0% | +0.4% | +32.6% | +30.4% |
| 1Y | +68.3% | +4.0% | +64.3% | +62.4% |
| 3Y | +0.1% | +94.4% | -94.3% | -24.2% |
| 5Y | +102.6% | +56.7% | +45.9% | +64.2% |
| 10Y | +3.8% | +375.3% | -371.5% | -43.2% |
| All | +620.9% | +2,327.9% | -1,707.0% | +174.2% |
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