+2,771.1%
NOW vs HAL
+68.2%
+2,703.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.4% | -2.9% |
| 7D | -2.4% | +2.9% | -5.3% | -3.0% |
| 30D | +20.5% | +17.0% | +3.5% | +16.9% |
| 3M | +18.3% | -9.7% | +28.0% | +20.4% |
| 6M | +24.1% | +8.6% | +15.4% | +21.2% |
| YTD | -7.8% | +33.0% | -40.8% | -13.8% |
| 1Y | -21.4% | +68.3% | -89.7% | -30.3% |
| 3Y | +19.5% | +0.1% | +19.4% | +15.2% |
| 5Y | +4.1% | +102.6% | -98.6% | -15.9% |
| 10Y | +826.4% | +3.8% | +822.6% | +689.5% |
| All | +2,771.1% | +68.2% | +2,703.0% | +1,954.6% |
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