+2.6%
HAL vs NRG
+1,083.9%
-1,081.4%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.3% | -1.2% |
| 7D | -3.3% | -4.7% | +1.4% | -1.7% |
| 30D | +8.2% | -6.0% | +14.1% | +10.1% |
| 3M | -9.4% | -8.0% | -1.5% | -8.7% |
| 6M | +0.6% | -23.2% | +23.8% | +7.1% |
| YTD | +28.6% | -28.1% | +56.6% | +38.9% |
| 1Y | +63.9% | -27.3% | +91.2% | +73.8% |
| 3Y | -7.1% | +208.7% | -215.8% | -54.6% |
| 5Y | +102.3% | +197.7% | -95.3% | -2.5% |
| All | +2.6% | +1,083.9% | -1,081.4% | -64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NRG.
Daily Out/Under-Performance
Portfolio return minus NRG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NRG 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 NRG 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