+73.8%
NFLX vs HLT
+99.0%
-25.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -1.1% | -1.6% | +0.5% | -0.7% |
| 30D | +4.3% | -5.0% | +9.3% | +5.7% |
| 3M | -4.8% | -10.4% | +5.6% | -2.1% |
| 6M | -18.4% | +3.2% | -21.7% | -20.0% |
| YTD | -17.4% | +6.7% | -24.2% | -20.3% |
| 1Y | -35.7% | +10.3% | -46.0% | -38.8% |
| 3Y | +73.8% | +99.3% | -25.5% | +40.1% |
| All | +73.8% | +99.0% | -25.2% | +40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HLT.
Daily Out/Under-Performance
Portfolio return minus HLT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HLT 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 HLT 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