+1,022.8%
NBIS vs HAL
+31.5%
+991.2%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.4% |
| 7D | -0.8% | -3.3% | +2.5% | 0.0% |
| 30D | -13.4% | +8.2% | -21.5% | -15.0% |
| 3M | +1.0% | -9.4% | +10.5% | +3.2% |
| 6M | +100.5% | +0.6% | +99.9% | +95.7% |
| YTD | +168.3% | +28.6% | +139.7% | +137.4% |
| 1Y | +151.8% | +63.9% | +87.9% | +98.7% |
| All | +1,022.8% | +31.5% | +991.2% | +766.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 10y: compounded portfolio wealth divided by compounded HAL 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…
10y analysis · Full analysis span regression · 6 months rolling