-19.5%
NOW vs HAL
-8.1%
-11.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +3.4% | -0.2% | +2.7% |
| 7D | -5.6% | -0.2% | -5.3% | -5.5% |
| 30D | -26.8% | +1.0% | -27.8% | -27.0% |
| 3M | -19.4% | -2.1% | -17.3% | -19.4% |
| 6M | +12.3% | -17.5% | +29.8% | +15.4% |
| YTD | -32.9% | +18.1% | -51.1% | -36.5% |
| 1Y | -40.3% | +19.7% | -60.0% | -43.7% |
| All | -19.5% | -8.1% | -11.4% | -23.0% |
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