+1,250.5%
NOK vs HAL
+607.6%
+642.9%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +3.1% | -5.6% | -3.3% |
| 7D | +5.4% | +6.1% | -0.7% | +3.8% |
| 30D | -14.1% | +2.9% | -17.0% | -14.6% |
| 3M | -23.6% | +3.3% | -26.9% | -24.3% |
| 6M | -45.1% | -16.9% | -28.2% | -42.8% |
| YTD | +24.7% | +21.2% | +3.5% | +17.8% |
| 1Y | +19.0% | +27.5% | -8.5% | +11.0% |
| 3Y | +147.0% | -6.4% | +153.5% | +141.1% |
| 5Y | +58.2% | +58.0% | +0.2% | +29.6% |
| 10Y | +122.3% | -14.6% | +136.9% | +83.1% |
| All | +1,250.5% | +607.6% | +642.9% | +587.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling