-7.1%
HAL vs NTR
+36.8%
-43.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.4% | -0.3% | -0.5% |
| 7D | -3.3% | -1.3% | -2.0% | -2.8% |
| 30D | +8.2% | +16.8% | -8.6% | +1.9% |
| 3M | -9.4% | +20.7% | -30.2% | -15.9% |
| 6M | +0.6% | +0.5% | +0.1% | -0.5% |
| YTD | +28.6% | +29.2% | -0.6% | +14.8% |
| 1Y | +63.9% | +39.6% | +24.3% | +41.0% |
| 3Y | -7.1% | +37.9% | -45.0% | -22.3% |
| All | -7.1% | +36.8% | -43.9% | -22.3% |
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