+45.9%
HLT vs NDAQ
+28.8%
+17.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | +3.2% |
| 7D | +7.7% | +3.9% | +3.8% | +7.2% |
| 30D | +19.1% | +19.0% | +0.1% | +16.9% |
| 3M | +20.7% | +17.6% | +3.1% | +18.7% |
| 6M | +21.0% | +21.0% | 0.0% | +18.4% |
| YTD | +31.3% | +14.1% | +17.2% | +30.2% |
| 1Y | +45.9% | +29.4% | +16.4% | +36.1% |
| All | +45.9% | +28.8% | +17.0% | +36.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 1y: compounded portfolio wealth divided by compounded NDAQ 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…
1y analysis · Full analysis span regression · 6 months rolling