+3.2%
HAL vs NOC
+192.5%
-189.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.7% | -3.5% | -3.2% |
| 7D | -3.3% | -1.8% | -1.5% | -2.5% |
| 30D | +7.2% | -9.4% | +16.7% | +12.3% |
| 3M | -8.8% | -3.8% | -4.9% | -7.5% |
| 6M | +3.0% | -28.8% | +31.7% | +20.4% |
| YTD | +29.4% | -7.9% | +37.3% | +31.6% |
| 1Y | +62.8% | -9.0% | +71.9% | +66.1% |
| 3Y | -6.4% | +29.1% | -35.5% | -23.4% |
| 5Y | +103.6% | +58.9% | +44.7% | +43.8% |
| All | +3.2% | +192.5% | -189.3% | -34.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NOC.
Daily Out/Under-Performance
Portfolio return minus NOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOC 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 NOC 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