+2,422.4%
HALO vs NVMI
+6,660.2%
-4,237.8%
-74.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | 0.0% |
| 7D | -2.7% | -0.1% | -2.6% | -2.7% |
| 30D | +5.3% | -8.4% | +13.7% | +6.5% |
| 3M | +51.6% | -33.6% | +85.1% | +59.5% |
| 6M | +61.3% | -14.7% | +75.9% | +62.1% |
| YTD | +59.3% | +13.2% | +46.1% | +52.8% |
| 1Y | +38.3% | +29.0% | +9.3% | +29.4% |
| 3Y | +185.9% | +215.0% | -29.1% | +124.9% |
| 5Y | +159.9% | +268.6% | -108.6% | +96.4% |
| 10Y | +965.6% | +3,124.7% | -2,159.1% | +499.0% |
| All | +2,422.4% | +6,660.2% | -4,237.8% | +1,082.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 NVMI 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