+596.9%
HAL vs NYT
+754.7%
-157.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NYT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.0% | +2.9% | +1.5% |
| 7D | -1.3% | -1.6% | +0.3% | -0.8% |
| 30D | +10.9% | +2.8% | +8.1% | +9.8% |
| 3M | -5.8% | -9.2% | +3.4% | -3.7% |
| 6M | +8.1% | -17.1% | +25.2% | +13.1% |
| YTD | +33.2% | -3.2% | +36.4% | +32.2% |
| 1Y | +74.2% | +15.7% | +58.5% | +62.9% |
| 3Y | -3.7% | +55.7% | -59.4% | -19.7% |
| 5Y | +111.9% | +39.4% | +72.5% | +78.1% |
| 10Y | +7.4% | +485.6% | -478.2% | -43.3% |
| All | +596.9% | +754.7% | -157.9% | +179.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NYT.
Daily Out/Under-Performance
Portfolio return minus NYT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NYT 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 NYT 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