+111.9%
HAL vs NVT
+420.2%
-308.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.7% |
| 7D | -1.3% | +7.0% | -8.3% | -3.5% |
| 30D | +10.9% | -2.3% | +13.2% | +11.3% |
| 3M | -5.8% | -3.1% | -2.8% | -6.3% |
| 6M | +8.1% | +47.0% | -38.9% | -8.6% |
| YTD | +33.2% | +56.2% | -23.0% | +9.2% |
| 1Y | +74.2% | +74.5% | -0.4% | +34.6% |
| 3Y | -3.7% | +184.0% | -187.7% | -45.2% |
| 5Y | +111.9% | +410.8% | -298.9% | -14.6% |
| All | +111.9% | +420.2% | -308.3% | -14.6% |
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