+67.6%
HAL vs NVTS
+94.6%
-27.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.3% | +4.2% | +0.9% |
| 7D | -1.3% | +3.5% | -4.8% | -1.4% |
| 30D | +10.9% | -11.9% | +22.8% | +11.0% |
| 3M | -5.8% | -49.2% | +43.4% | -5.2% |
| 6M | +8.1% | +38.4% | -30.3% | +9.2% |
| YTD | +33.2% | +62.5% | -29.3% | +34.9% |
| All | +67.6% | +94.6% | -27.0% | +77.3% |
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