-3.8%
HAL vs NTR
+40.7%
-44.5%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | 0.0% | +0.8% | +0.9% |
| 7D | -1.3% | +0.5% | -1.9% | -1.5% |
| 30D | +10.9% | +21.7% | -10.8% | +2.8% |
| 3M | -5.8% | +22.8% | -28.6% | -13.2% |
| 6M | +8.1% | +8.2% | -0.1% | +3.8% |
| YTD | +33.2% | +32.9% | +0.3% | +17.6% |
| 1Y | +74.2% | +45.3% | +28.8% | +47.5% |
| All | -3.8% | +40.7% | -44.5% | -20.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling