+1,381.0%
NET vs HAL
+87.1%
+1,293.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.1% | +0.6% | -2.1% |
| 7D | -16.4% | -7.7% | -8.6% | -15.4% |
| 30D | -25.8% | +0.7% | -26.5% | -25.9% |
| 3M | -11.5% | +2.5% | -14.0% | -12.0% |
| 6M | +18.9% | -20.7% | +39.6% | +22.4% |
| YTD | +35.2% | +18.4% | +16.8% | +31.0% |
| 1Y | +14.5% | +25.6% | -11.1% | +9.9% |
| 3Y | +313.8% | -12.3% | +326.1% | +308.6% |
| 5Y | +32.6% | +48.4% | -15.8% | +24.6% |
| All | +1,381.0% | +87.1% | +1,293.9% | +1,236.1% |
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