+10.3%
HLT vs NDAQ
-2.2%
+12.4%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | 0.0% |
| 7D | -1.6% | -5.6% | +4.0% | -1.0% |
| 30D | -5.0% | -4.4% | -0.7% | -4.6% |
| 3M | -10.4% | +5.9% | -16.3% | -11.0% |
| 6M | +3.2% | +7.7% | -4.5% | +2.0% |
| YTD | +6.7% | -5.2% | +11.9% | +7.4% |
| 1Y | +10.3% | -3.4% | +13.6% | +9.9% |
| All | +10.3% | -2.2% | +12.4% | +9.9% |
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