+184.5%
NOK vs HAL
-4.5%
+189.0%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.9% |
| 7D | +9.3% | -1.3% | +10.7% | +9.5% |
| 30D | +17.9% | +10.9% | +7.0% | +16.4% |
| 3M | -22.3% | -5.8% | -16.5% | -21.7% |
| 6M | +36.4% | +8.1% | +28.3% | +35.3% |
| YTD | +66.3% | +33.2% | +33.1% | +61.1% |
| 1Y | +134.4% | +74.2% | +60.3% | +118.5% |
| All | +184.5% | -4.5% | +189.0% | +177.6% |
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