+62.8%
HAL vs NI
+4.9%
+58.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.9% |
| 7D | -3.3% | -0.6% | -2.7% | -3.3% |
| 30D | +7.2% | -1.4% | +8.6% | +7.2% |
| 3M | -8.8% | -10.6% | +1.8% | -9.1% |
| 6M | +3.0% | -9.9% | +12.9% | +2.7% |
| YTD | +29.4% | +1.2% | +28.2% | +28.4% |
| 1Y | +62.8% | +4.4% | +58.4% | +62.6% |
| All | +62.8% | +4.9% | +58.0% | +62.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling