+102.8%
NOK vs HAL
+102.8%
0.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.9% | +1.6% | -0.9% |
| 7D | +8.7% | -3.3% | +12.0% | +9.3% |
| 30D | +12.5% | +7.2% | +5.3% | +11.1% |
| 3M | -20.7% | -8.8% | -12.0% | -19.7% |
| 6M | +36.2% | +3.0% | +33.2% | +35.2% |
| YTD | +64.1% | +29.4% | +34.7% | +56.8% |
| 1Y | +132.4% | +62.8% | +69.6% | +112.5% |
| 3Y | +182.9% | -6.4% | +189.3% | +181.3% |
| 5Y | +102.8% | +103.6% | -0.8% | +71.6% |
| All | +102.8% | +102.8% | 0.0% | +71.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling