+348.2%
HAL vs NRG
+1,537.4%
-1,189.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NRG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.6% | +4.5% | +2.5% |
| 7D | -1.3% | +3.9% | -5.2% | -3.2% |
| 30D | +10.9% | -3.0% | +13.9% | +11.8% |
| 3M | -5.8% | -10.9% | +5.1% | -3.6% |
| 6M | +8.1% | -25.3% | +33.4% | +17.8% |
| YTD | +33.2% | -26.8% | +60.0% | +44.7% |
| 1Y | +74.2% | -23.3% | +97.5% | +82.0% |
| 3Y | -3.7% | +208.6% | -212.3% | -54.9% |
| 5Y | +111.9% | +194.1% | -82.3% | -1.7% |
| 10Y | +7.4% | +1,123.6% | -1,116.2% | -77.2% |
| All | +348.2% | +1,537.4% | -1,189.2% | +0.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling