+74.2%
HAL vs NTAP
+54.6%
+19.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.3% | +3.2% | +1.0% |
| 7D | -1.3% | +2.2% | -3.5% | -1.5% |
| 30D | +10.9% | -7.0% | +17.9% | +11.4% |
| 3M | -5.8% | +12.3% | -18.2% | -6.5% |
| 6M | +8.1% | +85.1% | -77.0% | +1.4% |
| YTD | +33.2% | +74.8% | -41.6% | +26.4% |
| 1Y | +74.2% | +52.7% | +21.5% | +70.9% |
| All | +74.2% | +54.6% | +19.6% | +70.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NTAP.
Daily Out/Under-Performance
Portfolio return minus NTAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTAP 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 1y: compounded portfolio wealth divided by compounded NTAP 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…
1y analysis · Full analysis span regression · 6 months rolling