-17.4%
HAL vs NOC
+159.4%
-176.9%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.2% | -0.4% |
| 7D | +2.6% | +4.5% | -1.9% | +0.4% |
| 30D | -0.1% | +14.1% | -14.2% | -6.5% |
| 3M | -1.1% | -4.5% | +3.3% | +0.6% |
| 6M | -20.7% | -0.8% | -20.0% | -21.3% |
| YTD | +17.5% | -2.5% | +20.0% | +15.9% |
| 1Y | +24.1% | -0.1% | +24.2% | +20.6% |
| 3Y | -8.4% | +24.6% | -33.0% | -23.3% |
| 5Y | +53.2% | +65.6% | -12.4% | +5.8% |
| All | -17.4% | +159.4% | -176.9% | -47.1% |
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