+595.7%
HAL vs NI
+5,092.7%
-4,496.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | +0.1% | -0.3% |
| 7D | +2.9% | +2.0% | +0.9% | +1.9% |
| 30D | +17.0% | -3.5% | +20.6% | +19.1% |
| 3M | -9.7% | -9.1% | -0.5% | -5.5% |
| 6M | +8.6% | -11.8% | +20.5% | +15.0% |
| YTD | +33.0% | +1.1% | +31.9% | +30.8% |
| 1Y | +68.3% | +6.7% | +61.6% | +60.6% |
| 3Y | +0.1% | +71.1% | -71.0% | -26.7% |
| 5Y | +102.6% | +94.3% | +8.3% | +37.0% |
| 10Y | +3.8% | +135.8% | -132.0% | -38.0% |
| All | +595.7% | +5,092.7% | -4,496.9% | +38.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling