+32,286.5%
NVO vs HAL
+598.9%
+31,687.5%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.9% | -2.2% | -1.4% |
| 7D | -4.7% | -1.3% | -3.4% | -4.6% |
| 30D | -5.4% | +10.9% | -16.3% | -6.5% |
| 3M | +7.0% | -5.8% | +12.8% | +7.4% |
| 6M | +17.6% | +8.1% | +9.5% | +16.1% |
| YTD | -8.0% | +33.2% | -41.2% | -11.3% |
| 1Y | -13.8% | +74.2% | -88.0% | -19.4% |
| 3Y | -50.3% | -3.7% | -46.6% | -51.1% |
| 5Y | +0.7% | +111.9% | -111.2% | -11.0% |
| 10Y | +155.6% | +7.4% | +148.2% | +126.9% |
| All | +32,286.5% | +598.9% | +31,687.5% | +22,986.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling