-22.1%
HAL vs NVT
+488.5%
-510.5%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -0.7% | +3.8% | +3.5% |
| 7D | +6.1% | +8.0% | -1.9% | +1.5% |
| 30D | +2.9% | -24.8% | +27.7% | +17.1% |
| 3M | +3.3% | -32.4% | +35.8% | +22.8% |
| 6M | -16.9% | -33.5% | +16.6% | -3.1% |
| YTD | +21.2% | +13.2% | +8.0% | -3.0% |
| 1Y | +27.5% | +9.0% | +18.6% | +3.8% |
| 3Y | -6.4% | +129.4% | -135.8% | -61.6% |
| 5Y | +58.0% | +230.1% | -172.1% | -55.2% |
| All | -22.1% | +488.5% | -510.5% | -85.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling