+327.1%
NET vs HAL
-0.7%
+327.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.8% |
| 7D | -7.0% | +2.9% | -9.9% | -7.7% |
| 30D | -4.8% | +17.0% | -21.8% | -8.6% |
| 3M | +3.8% | -9.7% | +13.5% | +6.2% |
| 6M | +50.0% | +8.6% | +41.4% | +45.4% |
| YTD | +41.5% | +33.0% | +8.5% | +28.9% |
| 1Y | +32.8% | +68.3% | -35.5% | +11.8% |
| All | +327.1% | -0.7% | +327.7% | +290.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling