+109.7%
HAL vs NTAP
+135.7%
-26.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NTAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.9% | -2.6% | -1.3% |
| 7D | +0.5% | +3.3% | -2.8% | -0.5% |
| 30D | +15.9% | -0.2% | +16.1% | +15.8% |
| 3M | -8.7% | +11.4% | -20.1% | -12.2% |
| 6M | +9.0% | +88.7% | -79.6% | -14.1% |
| YTD | +32.0% | +78.9% | -46.9% | +5.4% |
| 1Y | +72.5% | +58.8% | +13.6% | +43.9% |
| 3Y | -4.5% | +153.5% | -158.1% | -39.3% |
| 5Y | +109.7% | +136.7% | -27.1% | +33.2% |
| All | +109.7% | +135.7% | -26.0% | +33.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling