+2.6%
HAL vs NVMI
+3,158.6%
-3,156.1%
-91.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.6% | -2.2% | -1.1% |
| 7D | -3.3% | -0.1% | -3.2% | -3.3% |
| 30D | +8.2% | -8.4% | +16.6% | +10.5% |
| 3M | -9.4% | -33.6% | +24.1% | -0.3% |
| 6M | +0.6% | -14.7% | +15.3% | +1.0% |
| YTD | +28.6% | +13.2% | +15.4% | +17.2% |
| 1Y | +63.9% | +29.0% | +34.9% | +41.8% |
| 3Y | -7.1% | +215.0% | -222.1% | -46.6% |
| 5Y | +102.3% | +268.6% | -166.2% | +0.7% |
| All | +2.6% | +3,158.6% | -3,156.1% | -71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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