+157.7%
HAL vs NVMI
+1,665.9%
-1,508.2%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -3.0% | +6.1% | +3.4% |
| 7D | +6.1% | +1.5% | +4.6% | +5.9% |
| 30D | +2.9% | -4.1% | +7.0% | +3.2% |
| 3M | +3.3% | -22.8% | +26.1% | +5.7% |
| 6M | -16.9% | -36.9% | +20.0% | -13.9% |
| YTD | +21.2% | -3.2% | +24.4% | +19.5% |
| 1Y | +27.5% | +7.1% | +20.5% | +24.4% |
| 3Y | -6.4% | +181.5% | -187.9% | -19.1% |
| 5Y | +58.0% | +141.2% | -83.2% | +37.0% |
| 10Y | -14.6% | +2,463.4% | -2,478.0% | -38.8% |
| All | +157.7% | +1,665.9% | -1,508.2% | +66.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling