+25.6%
HAL vs NVT
+3.0%
+22.6%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -12.7% | +9.6% | -2.5% |
| 7D | -7.7% | -19.5% | +11.8% | -6.8% |
| 30D | +0.7% | -32.4% | +33.1% | +2.4% |
| 3M | +2.5% | -30.3% | +32.8% | +4.0% |
| 6M | -20.7% | -30.4% | +9.8% | -19.4% |
| YTD | +18.4% | +11.3% | +7.0% | +17.4% |
| 1Y | +25.6% | +3.6% | +22.0% | +25.7% |
| All | +25.6% | +3.0% | +22.6% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 1y: compounded portfolio wealth divided by compounded NVT 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…
1y analysis · Full analysis span regression · 6 months rolling