+1,988.1%
NXPI vs HAL
+35.9%
+1,952.3%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.1% | +3.1% | +3.2% |
| 7D | -0.3% | -7.9% | +7.6% | +3.0% |
| 30D | +12.7% | -2.1% | +14.8% | +13.5% |
| 3M | +7.5% | +0.4% | +7.0% | +6.7% |
| 6M | -12.3% | -19.2% | +6.9% | -5.7% |
| YTD | +19.7% | +14.4% | +5.3% | +10.9% |
| 1Y | +27.6% | +18.0% | +9.6% | +16.6% |
| 3Y | +50.0% | -9.7% | +59.6% | +48.0% |
| 5Y | +27.2% | +40.1% | -13.0% | -3.7% |
| 10Y | +200.5% | -19.1% | +219.6% | +133.6% |
| All | +1,988.1% | +35.9% | +1,952.3% | +1,042.7% |
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 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