+54.5%
HAL vs NVTS
-15.6%
+70.1%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.3% | -6.9% | -0.8% |
| 7D | +2.9% | +2.7% | +0.2% | +2.8% |
| 30D | +17.0% | -4.5% | +21.5% | +17.1% |
| 3M | -9.7% | -61.5% | +51.9% | -7.1% |
| 6M | +8.6% | +28.0% | -19.4% | +6.2% |
| YTD | +33.0% | +65.3% | -32.3% | +28.4% |
| 1Y | +68.3% | +113.0% | -44.7% | +59.0% |
| 3Y | +0.1% | +34.7% | -34.6% | -6.3% |
| All | +54.5% | -15.6% | +70.1% | +32.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling