+25.6%
HAL vs NVD
-27.4%
+52.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +6.5% | -9.6% | -3.0% |
| 7D | -7.7% | +15.0% | -22.7% | -7.5% |
| 30D | +0.7% | +39.3% | -38.6% | +1.2% |
| 3M | +2.5% | +3.1% | -0.7% | +2.5% |
| 6M | -20.7% | -19.0% | -1.7% | -20.5% |
| YTD | +18.4% | -35.5% | +53.9% | +17.5% |
| 1Y | +25.6% | -30.2% | +55.8% | +25.0% |
| All | +25.6% | -27.4% | +52.9% | +25.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 NVD 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