+7.0%
HAL vs NXT
+171.8%
-164.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.6% | +4.5% | +1.2% |
| 7D | -1.3% | -0.2% | -1.1% | -1.3% |
| 30D | +10.9% | -20.0% | +30.8% | +12.9% |
| 3M | -5.8% | -30.9% | +25.1% | -3.2% |
| 6M | +8.1% | -23.8% | +31.9% | +8.8% |
| YTD | +33.2% | -5.4% | +38.6% | +30.0% |
| 1Y | +74.2% | +28.0% | +46.1% | +63.0% |
| 3Y | -3.7% | +93.3% | -97.0% | -17.4% |
| All | +7.0% | +171.8% | -164.8% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 10y: compounded portfolio wealth divided by compounded NXT 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…
10y analysis · Full analysis span regression · 6 months rolling