+138.4%
HLT vs NDAQ
+49.0%
+89.4%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.5% | +0.2% |
| 7D | -1.6% | -5.6% | +4.0% | +0.7% |
| 30D | -5.0% | -4.4% | -0.7% | -3.4% |
| 3M | -10.4% | +5.9% | -16.3% | -13.0% |
| 6M | +3.2% | +7.7% | -4.5% | -1.0% |
| YTD | +6.7% | -5.2% | +11.9% | +7.8% |
| 1Y | +10.3% | -3.4% | +13.6% | +10.1% |
| 3Y | +99.3% | +85.6% | +13.7% | +45.0% |
| All | +138.4% | +49.0% | +89.4% | +82.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling