+99.3%
HLT vs NI
+68.9%
+30.4%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | 0.0% | 0.0% | 0.0% |
| 7D | -1.6% | 0.0% | -1.7% | -1.6% |
| 30D | -5.0% | -1.4% | -3.6% | -4.7% |
| 3M | -10.4% | -10.6% | +0.2% | -8.2% |
| 6M | +3.2% | -9.3% | +12.6% | +5.3% |
| YTD | +6.7% | +1.1% | +5.6% | +5.5% |
| 1Y | +10.3% | +3.4% | +6.9% | +8.2% |
| 3Y | +99.3% | +67.9% | +31.5% | +76.3% |
| All | +99.3% | +68.9% | +30.4% | +76.3% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 3y: compounded portfolio wealth divided by compounded NI 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…
3y analysis · Full analysis span regression · 6 months rolling