-11.3%
HAL vs NVDX
+772.1%
-783.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.3% | -0.3% | -0.6% |
| 7D | -3.3% | -10.2% | +6.9% | -2.7% |
| 30D | +8.2% | -7.3% | +15.5% | +8.5% |
| 3M | -9.4% | +5.5% | -15.0% | -10.3% |
| 6M | +0.6% | +18.3% | -17.7% | -1.6% |
| YTD | +28.6% | +11.4% | +17.1% | +25.8% |
| 1Y | +63.9% | +12.7% | +51.2% | +59.2% |
| All | -11.3% | +772.1% | -783.4% | -24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 10y: compounded portfolio wealth divided by compounded NVDX 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…
10y analysis · Full analysis span regression · 6 months rolling