-6.5%
HAL vs NRG
+198.7%
-205.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.2% | +0.4% | -2.4% |
| 7D | -3.3% | -0.2% | -3.1% | -3.3% |
| 30D | +7.2% | -6.8% | +14.0% | +8.2% |
| 3M | -8.8% | -7.1% | -1.7% | -8.6% |
| 6M | +3.0% | -27.6% | +30.5% | +7.2% |
| YTD | +29.4% | -29.2% | +58.6% | +34.7% |
| 1Y | +62.8% | -29.9% | +92.7% | +68.8% |
| All | -6.5% | +198.7% | -205.2% | -35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling