-16.7%
NVO vs HAL
+62.9%
-79.6%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -2.2% |
| 7D | -7.6% | -3.3% | -4.3% | -7.7% |
| 30D | -6.0% | +8.2% | -14.1% | -5.5% |
| 3M | -0.8% | -9.4% | +8.7% | -0.4% |
| 6M | +16.5% | +0.6% | +15.8% | +16.0% |
| YTD | -11.1% | +28.6% | -39.7% | -13.3% |
| 1Y | -16.7% | +63.9% | -80.6% | -17.8% |
| All | -16.7% | +62.9% | -79.6% | -17.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling