-5.9%
HAL vs NVD
-98.5%
+92.7%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +3.9% | -0.8% | +3.4% |
| 7D | +6.1% | +28.6% | -22.5% | +7.9% |
| 30D | +2.9% | +73.6% | -70.7% | +6.9% |
| 3M | +3.3% | +70.1% | -66.7% | +7.5% |
| 6M | -16.9% | +53.6% | -70.5% | -13.6% |
| YTD | +21.2% | -7.0% | +28.2% | +22.5% |
| 1Y | +27.5% | -9.0% | +36.5% | +29.0% |
| 3Y | -6.4% | -98.3% | +91.9% | -11.4% |
| All | -5.9% | -98.5% | +92.7% | -10.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling