-14.9%
HAL vs NI
+197.8%
-212.7%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +0.5% | +2.6% | +2.9% |
| 7D | +6.1% | +4.3% | +1.8% | +4.0% |
| 30D | +2.9% | +12.4% | -9.5% | -2.8% |
| 3M | +3.3% | +10.2% | -6.8% | -1.5% |
| 6M | -16.9% | -0.8% | -16.1% | -17.1% |
| YTD | +21.2% | +13.2% | +7.9% | +12.6% |
| 1Y | +27.5% | +10.1% | +17.5% | +20.2% |
| 3Y | -6.4% | +103.1% | -109.5% | -37.2% |
| 5Y | +58.0% | +115.5% | -57.5% | +1.0% |
| All | -14.9% | +197.8% | -212.7% | -45.8% |
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