+53.2%
HAL vs NVT
+233.5%
-180.2%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | -0.2% |
| 7D | +2.6% | +17.4% | -14.8% | -2.1% |
| 30D | -0.1% | -28.4% | +28.3% | +8.6% |
| 3M | -1.1% | -32.4% | +31.3% | +8.6% |
| 6M | -20.7% | -32.2% | +11.4% | -14.0% |
| YTD | +17.5% | +14.0% | +3.5% | +4.0% |
| 1Y | +24.1% | +4.3% | +19.8% | +13.2% |
| 3Y | -8.4% | +131.7% | -140.1% | -46.8% |
| 5Y | +53.2% | +232.4% | -179.2% | -29.7% |
| All | +53.2% | +233.5% | -180.2% | -29.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling