-10.9%
HAL vs NVTS
+47.0%
-57.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.1% | +2.0% | 0.0% |
| 7D | -6.5% | +9.6% | -16.1% | -6.7% |
| 30D | -2.1% | -13.0% | +10.9% | -1.9% |
| 3M | -4.9% | -28.8% | +23.9% | -4.3% |
| 6M | -19.3% | -48.5% | +29.2% | -18.6% |
| YTD | +14.3% | +31.4% | -17.1% | +12.2% |
| 1Y | +17.3% | -2.3% | +19.6% | +15.7% |
| 3Y | -10.9% | +49.8% | -60.7% | -14.7% |
| All | -10.9% | +47.0% | -57.9% | -14.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling