+111.9%
HAL vs NI
+95.2%
+16.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.5% | +1.4% | +1.1% |
| 7D | -1.3% | +1.3% | -2.6% | -1.8% |
| 30D | +10.9% | -0.3% | +11.2% | +11.0% |
| 3M | -5.8% | -9.5% | +3.6% | -2.8% |
| 6M | +8.1% | -10.2% | +18.4% | +11.7% |
| YTD | +33.2% | +1.8% | +31.4% | +30.8% |
| 1Y | +74.2% | +5.7% | +68.5% | +68.0% |
| 3Y | -3.7% | +69.6% | -73.3% | -25.2% |
| 5Y | +111.9% | +95.8% | +16.1% | +62.0% |
| All | +111.9% | +95.2% | +16.7% | +62.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling