+3.2%
HAL vs NI
+143.3%
-140.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.6% |
| 7D | -3.3% | -0.6% | -2.7% | -3.0% |
| 30D | +7.2% | -1.4% | +8.6% | +7.9% |
| 3M | -8.8% | -10.6% | +1.8% | -4.1% |
| 6M | +3.0% | -9.9% | +12.9% | +7.4% |
| YTD | +29.4% | +1.2% | +28.2% | +27.2% |
| 1Y | +62.8% | +4.4% | +58.4% | +57.1% |
| 3Y | -6.4% | +68.6% | -75.0% | -30.7% |
| 5Y | +103.6% | +98.0% | +5.6% | +36.5% |
| All | +3.2% | +143.3% | -140.1% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 10y: compounded portfolio wealth divided by compounded NI 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…
10y analysis · Full analysis span regression · 6 months rolling