-6.4%
HAL vs NVMI
+183.9%
-190.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.0% | +6.1% | +3.5% |
| 7D | +6.1% | +1.5% | +4.6% | +5.8% |
| 30D | +2.9% | -4.1% | +7.0% | +3.2% |
| 3M | +3.3% | -22.8% | +26.1% | +6.4% |
| 6M | -16.9% | -36.9% | +20.0% | -13.0% |
| YTD | +21.2% | -3.2% | +24.4% | +16.8% |
| 1Y | +27.5% | +7.1% | +20.5% | +20.8% |
| 3Y | -6.4% | +181.5% | -187.9% | -32.5% |
| All | -6.4% | +183.9% | -190.3% | -32.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling