+16.3%
NXPI vs HAL
-4.2%
+20.5%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.5% |
| 7D | +0.7% | +0.5% | +0.2% | +0.5% |
| 30D | -6.6% | +15.9% | -22.5% | -11.6% |
| 3M | -25.4% | -8.7% | -16.7% | -23.1% |
| 6M | +11.9% | +9.0% | +2.9% | +7.3% |
| YTD | +4.0% | +32.0% | -28.0% | -8.6% |
| 1Y | +1.0% | +72.5% | -71.4% | -21.9% |
| 3Y | +16.3% | -4.5% | +20.9% | -4.2% |
| All | +16.3% | -4.2% | +20.5% | -4.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling