+25.6%
HAL vs NWSA
+18.2%
+7.3%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +3.7% | -6.9% | -2.7% |
| 7D | -7.7% | +4.3% | -12.0% | -7.2% |
| 30D | +0.7% | +5.6% | -4.9% | +1.2% |
| 3M | +2.5% | +7.3% | -4.8% | +3.3% |
| 6M | -20.7% | +18.8% | -39.5% | -18.9% |
| YTD | +18.4% | +17.9% | +0.5% | +22.5% |
| 1Y | +25.6% | +19.3% | +6.2% | +29.4% |
| All | +25.6% | +18.2% | +7.3% | +29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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