+118.0%
NOK vs HAL
+74.7%
+43.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.7% |
| 7D | -1.8% | +2.9% | -4.7% | -1.8% |
| 30D | +4.7% | +17.0% | -12.3% | +4.1% |
| 3M | -39.7% | -9.7% | -30.0% | -39.2% |
| 6M | +23.1% | +8.6% | +14.4% | +25.3% |
| YTD | +55.0% | +33.0% | +22.0% | +61.8% |
| 1Y | +118.0% | +68.3% | +49.7% | +136.0% |
| All | +118.0% | +74.7% | +43.4% | +136.0% |
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 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