+68.3%
HAL vs NVTS
+109.2%
-40.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.3% | -6.9% | -0.6% |
| 7D | +2.9% | +2.7% | +0.2% | +2.9% |
| 30D | +17.0% | -4.5% | +21.5% | +17.0% |
| 3M | -9.7% | -61.5% | +51.9% | -8.8% |
| 6M | +8.6% | +28.0% | -19.4% | +9.7% |
| YTD | +33.0% | +65.3% | -32.3% | +34.9% |
| 1Y | +68.3% | +113.0% | -44.7% | +85.2% |
| All | +68.3% | +109.2% | -40.9% | +85.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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