+1,578.5%
NOK vs HAL
+676.6%
+902.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.8% |
| 7D | -1.8% | +2.9% | -4.7% | -2.5% |
| 30D | +4.7% | +17.0% | -12.3% | +0.5% |
| 3M | -39.7% | -9.7% | -30.0% | -38.3% |
| 6M | +23.1% | +8.6% | +14.4% | +19.8% |
| YTD | +55.0% | +33.0% | +22.0% | +43.2% |
| 1Y | +118.0% | +68.3% | +49.7% | +88.7% |
| 3Y | +170.5% | +0.1% | +170.4% | +159.0% |
| 5Y | +84.9% | +102.6% | -17.8% | +41.8% |
| 10Y | +112.0% | +3.8% | +108.2% | +66.0% |
| All | +1,578.5% | +676.6% | +902.0% | +735.3% |
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