+5.8%
HAL vs NVDL
+2,480.8%
-2,474.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.7% | +1.8% | -2.6% |
| 7D | -3.3% | -8.7% | +5.4% | -2.8% |
| 30D | +7.2% | -1.3% | +8.5% | +7.1% |
| 3M | -8.8% | +11.4% | -20.1% | -9.8% |
| 6M | +3.0% | +22.9% | -19.9% | +0.7% |
| YTD | +29.4% | +15.4% | +14.0% | +26.6% |
| 1Y | +62.8% | +18.8% | +44.1% | +58.2% |
| 3Y | -6.4% | +641.4% | -647.8% | -17.8% |
| All | +5.8% | +2,480.8% | -2,474.9% | -15.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling