-8.2%
HAL vs NXT
+246.1%
-254.3%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +5.3% | -5.6% | -0.7% |
| 7D | -12.0% | +32.2% | -44.2% | -14.0% |
| 30D | +0.3% | +21.9% | -21.6% | -1.5% |
| 3M | -1.6% | +6.6% | -8.2% | -2.4% |
| 6M | -20.5% | -16.8% | -3.7% | -20.0% |
| YTD | +14.2% | +20.4% | -6.2% | +9.1% |
| 1Y | +18.9% | -1.5% | +20.4% | +16.1% |
| 3Y | -13.7% | +182.4% | -196.1% | -28.9% |
| All | -8.2% | +246.1% | -254.3% | -28.2% |
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