+911.9%
NVDA vs HAL
+112.2%
+799.7%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.9% | -1.8% | -1.1% |
| 7D | -0.3% | -1.3% | +1.0% | 0.0% |
| 30D | +2.8% | +10.9% | -8.1% | +0.2% |
| 3M | +7.4% | -5.8% | +13.3% | +8.7% |
| 6M | +22.6% | +8.1% | +14.5% | +19.1% |
| YTD | +20.1% | +33.2% | -13.1% | +10.1% |
| 1Y | +31.2% | +74.2% | -43.0% | +11.0% |
| 3Y | +391.7% | -3.7% | +395.4% | +367.2% |
| 5Y | +911.9% | +111.9% | +800.0% | +713.2% |
| All | +911.9% | +112.2% | +799.7% | +713.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling