+215.0%
NXPI vs HAL
-16.5%
+231.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.5% | -0.3% | -0.7% |
| 7D | +9.4% | +2.6% | +6.7% | +8.4% |
| 30D | +18.1% | -0.1% | +18.2% | +18.1% |
| 3M | +15.0% | -1.1% | +16.2% | +15.1% |
| 6M | -8.4% | -20.7% | +12.3% | -1.8% |
| YTD | +24.8% | +17.5% | +7.2% | +16.0% |
| 1Y | +33.3% | +24.1% | +9.2% | +21.6% |
| 3Y | +51.0% | -8.4% | +59.4% | +48.3% |
| 5Y | +34.5% | +53.2% | -18.7% | +3.9% |
| All | +215.0% | -16.5% | +231.5% | +99.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling