+21.3%
NOK vs HAL
+25.6%
-4.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.1% | +0.5% | -2.2% |
| 7D | -10.4% | -7.7% | -2.7% | -9.5% |
| 30D | -19.0% | +0.7% | -19.7% | -18.8% |
| 3M | -16.7% | +2.5% | -19.2% | -16.7% |
| 6M | -37.1% | -20.7% | -16.4% | -35.2% |
| YTD | +27.7% | +18.4% | +9.3% | +32.6% |
| 1Y | +21.3% | +25.6% | -4.3% | +23.5% |
| All | +21.3% | +25.6% | -4.3% | +23.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling