-45.1%
NOK vs HAL
-18.4%
-26.8%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.1% | -5.6% | -3.4% |
| 7D | +5.4% | +6.1% | -0.7% | +3.5% |
| 30D | -14.1% | +2.9% | -17.0% | -14.3% |
| 3M | -23.6% | +3.3% | -26.9% | -23.8% |
| 6M | -45.1% | -16.9% | -28.2% | -34.5% |
| All | -45.1% | -18.4% | -26.8% | -34.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling