-11.7%
HAL vs NTR
+103.6%
-115.3%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.3% | -1.8% |
| 7D | +0.5% | +3.8% | -3.4% | -2.2% |
| 30D | +15.9% | +25.2% | -9.3% | -1.3% |
| 3M | -8.7% | +21.0% | -29.7% | -20.8% |
| 6M | +9.0% | +7.6% | +1.4% | +1.4% |
| YTD | +32.0% | +32.9% | -0.8% | +4.2% |
| 1Y | +72.5% | +43.1% | +29.4% | +26.9% |
| 3Y | -4.5% | +41.6% | -46.1% | -32.5% |
| 5Y | +109.7% | +54.8% | +54.9% | +16.4% |
| All | -11.7% | +103.6% | -115.3% | -65.6% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded NTR 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling