+636.8%
HLT vs NDAQ
+790.2%
-153.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.7% | +1.2% |
| 7D | -1.5% | -1.6% | +0.1% | -0.8% |
| 30D | -1.2% | -1.5% | +0.2% | -0.7% |
| 3M | -10.3% | +8.0% | -18.4% | -13.6% |
| 6M | +1.3% | +7.7% | -6.5% | -2.7% |
| YTD | +7.0% | -2.3% | +9.4% | +6.5% |
| 1Y | +11.9% | +0.6% | +11.3% | +9.7% |
| 3Y | +100.7% | +90.9% | +9.7% | +48.8% |
| 5Y | +147.5% | +52.5% | +95.1% | +98.1% |
| 10Y | +586.5% | +380.3% | +206.3% | +239.2% |
| All | +636.8% | +790.2% | -153.3% | +191.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling