+1,747.1%
NXPI vs HAL
+58.0%
+1,689.1%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.6% | +1.9% | +1.5% |
| 7D | +1.9% | +2.9% | -1.0% | +0.8% |
| 30D | -1.4% | +17.0% | -18.5% | -7.7% |
| 3M | -29.1% | -9.7% | -19.4% | -26.6% |
| 6M | +6.2% | +8.6% | -2.4% | +1.6% |
| YTD | +5.9% | +33.0% | -27.1% | -7.4% |
| 1Y | +2.9% | +68.3% | -65.4% | -18.9% |
| 3Y | +14.5% | +0.1% | +14.4% | +8.1% |
| 5Y | +17.1% | +102.6% | -85.6% | -24.4% |
| 10Y | +193.4% | +3.8% | +189.5% | +103.4% |
| All | +1,747.1% | +58.0% | +1,689.1% | +854.6% |
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