+6.8%
HAL vs NXT
+178.8%
-172.0%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.2% | -1.8% | -0.7% |
| 7D | +2.9% | -1.1% | +4.0% | +3.0% |
| 30D | +17.0% | -15.3% | +32.4% | +18.6% |
| 3M | -9.7% | -43.8% | +34.1% | -5.2% |
| 6M | +8.6% | -18.7% | +27.3% | +8.6% |
| YTD | +33.0% | -3.0% | +36.0% | +29.6% |
| 1Y | +68.3% | +22.7% | +45.6% | +58.4% |
| 3Y | +0.1% | +95.9% | -95.8% | -14.1% |
| All | +6.8% | +178.8% | -172.0% | -14.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling