+8.9%
HAL vs NVDL
+2,608.0%
-2,599.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.8% | +2.7% | +1.0% |
| 7D | -1.3% | -0.8% | -0.5% | -1.3% |
| 30D | +10.9% | +3.4% | +7.5% | +10.5% |
| 3M | -5.8% | +8.1% | -14.0% | -6.8% |
| 6M | +8.1% | +31.9% | -23.8% | +5.2% |
| YTD | +33.2% | +21.1% | +12.1% | +29.9% |
| 1Y | +74.2% | +34.0% | +40.1% | +67.9% |
| 3Y | -3.7% | +677.9% | -681.6% | -15.6% |
| All | +8.9% | +2,608.0% | -2,599.1% | -12.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling