+7,836.4%
NVDA vs HAL
-13.9%
+7,850.4%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +3.1% | -5.1% | -2.8% |
| 7D | -12.7% | +6.1% | -18.8% | -14.1% |
| 30D | -26.4% | +2.9% | -29.3% | -27.0% |
| 3M | -27.6% | +3.3% | -31.0% | -28.4% |
| 6M | -27.7% | -16.9% | -10.8% | -24.5% |
| YTD | -12.5% | +21.2% | -33.7% | -18.2% |
| 1Y | -12.6% | +27.5% | -40.2% | -19.6% |
| 3Y | +235.9% | -6.4% | +242.4% | +226.7% |
| 5Y | +438.2% | +58.0% | +380.2% | +335.7% |
| All | +7,836.4% | -13.9% | +7,850.4% | +6,567.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling