+1,972.6%
NOW vs HAL
+44.4%
+1,928.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.3% |
| 7D | -3.0% | -12.0% | +9.0% | -0.7% |
| 30D | -26.0% | +0.3% | -26.3% | -26.2% |
| 3M | -13.1% | -1.6% | -11.5% | -13.1% |
| 6M | +14.5% | -20.5% | +35.0% | +18.9% |
| YTD | -33.4% | +14.2% | -47.7% | -36.1% |
| 1Y | -40.6% | +18.9% | -59.5% | -43.5% |
| 3Y | -16.3% | -13.7% | -2.6% | -17.0% |
| 5Y | -26.3% | +42.2% | -68.5% | -36.1% |
| 10Y | +512.7% | -16.7% | +529.4% | +450.8% |
| All | +1,972.6% | +44.4% | +1,928.1% | +1,423.5% |
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 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