+2,490.2%
NVDL vs HALO
+81.3%
+2,408.8%
-67.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -10.3% | -2.7% | -7.6% | -9.9% |
| 30D | -7.1% | +5.3% | -12.4% | -7.9% |
| 3M | +6.6% | +51.6% | -45.0% | -0.7% |
| 6M | +21.1% | +61.3% | -40.2% | +11.5% |
| YTD | +15.2% | +59.3% | -44.1% | +6.1% |
| 1Y | +18.8% | +38.3% | -19.5% | +11.7% |
| 3Y | +649.9% | +185.9% | +464.0% | +540.5% |
| All | +2,490.2% | +81.3% | +2,408.8% | +2,381.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 HALO 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