+258.4%
NVDA vs HAL
-8.1%
+266.5%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +3.4% | -0.5% | +2.1% |
| 7D | -13.2% | -0.2% | -13.0% | -13.1% |
| 30D | -23.2% | +1.0% | -24.2% | -23.4% |
| 3M | -20.0% | -2.1% | -17.9% | -19.7% |
| 6M | -20.6% | -17.5% | -3.2% | -17.2% |
| YTD | -6.6% | +18.1% | -24.8% | -12.6% |
| 1Y | -9.8% | +19.7% | -29.6% | -16.1% |
| All | +258.4% | -8.1% | +266.5% | +219.5% |
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 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