+6.1%
HAL vs NXT
+181.9%
-175.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.9% | -0.8% |
| 7D | +0.5% | +2.9% | -2.4% | +0.2% |
| 30D | +15.9% | -17.2% | +33.2% | +17.7% |
| 3M | -8.7% | -32.0% | +23.3% | -6.0% |
| 6M | +9.0% | -15.8% | +24.8% | +8.6% |
| YTD | +32.0% | -1.9% | +33.9% | +28.5% |
| 1Y | +72.5% | +22.5% | +50.0% | +62.5% |
| 3Y | -4.5% | +100.5% | -105.1% | -18.3% |
| All | +6.1% | +181.9% | -175.9% | -15.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling