+3.5%
HAL vs NVD
-99.2%
+102.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.9% | -1.0% | +1.0% |
| 7D | -1.3% | +0.5% | -1.9% | -1.3% |
| 30D | +10.9% | -9.3% | +20.2% | +10.4% |
| 3M | -5.8% | -22.1% | +16.2% | -6.9% |
| 6M | +8.1% | -45.8% | +53.9% | +4.9% |
| YTD | +33.2% | -46.7% | +79.9% | +29.4% |
| 1Y | +74.2% | -59.5% | +133.6% | +66.9% |
| 3Y | -3.7% | -99.2% | +95.5% | -12.3% |
| All | +3.5% | -99.2% | +102.6% | -5.8% |
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