+182.8%
HAL vs NVMI
+1,967.2%
-1,784.4%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.5% | -6.1% | -1.2% |
| 7D | +2.9% | +6.6% | -3.7% | +2.2% |
| 30D | +17.0% | -7.5% | +24.6% | +17.8% |
| 3M | -9.7% | -28.5% | +18.8% | -7.1% |
| 6M | +8.6% | -15.7% | +24.4% | +9.3% |
| YTD | +33.0% | +13.3% | +19.7% | +29.5% |
| 1Y | +68.3% | +48.3% | +20.0% | +58.8% |
| 3Y | +0.1% | +191.2% | -191.1% | -13.6% |
| 5Y | +102.6% | +268.7% | -166.0% | +68.8% |
| 10Y | +3.8% | +3,034.8% | -3,031.0% | -26.7% |
| All | +182.8% | +1,967.2% | -1,784.4% | +79.9% |
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