+322.4%
NET vs HAL
-12.9%
+335.3%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.1% | +0.6% | -1.8% |
| 7D | -16.4% | -7.7% | -8.6% | -14.7% |
| 30D | -25.8% | +0.7% | -26.5% | -25.9% |
| 3M | -11.5% | +2.5% | -14.0% | -12.4% |
| 6M | +18.9% | -20.7% | +39.6% | +25.1% |
| YTD | +35.2% | +18.4% | +16.8% | +26.7% |
| 1Y | +14.5% | +25.6% | -11.1% | +5.2% |
| All | +322.4% | -12.9% | +335.3% | +296.0% |
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 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