+25.6%
HAL vs NVDL
-23.5%
+49.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.1% | +2.9% | -3.0% |
| 7D | -7.7% | -14.0% | +6.3% | -7.5% |
| 30D | +0.7% | -31.2% | +31.9% | +1.2% |
| 3M | +2.5% | -15.5% | +18.0% | +2.6% |
| 6M | -20.7% | -10.3% | -10.4% | -20.5% |
| YTD | +18.4% | -5.8% | +24.2% | +17.5% |
| 1Y | +25.6% | -20.1% | +45.7% | +24.9% |
| All | +25.6% | -23.5% | +49.0% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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