+790.9%
NOW vs HL
+254.2%
+536.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.9% | -4.2% | -2.5% |
| 7D | -4.1% | +0.4% | -4.5% | -4.1% |
| 30D | +2.9% | +18.8% | -15.9% | +0.9% |
| 3M | +22.6% | +43.7% | -21.2% | +17.5% |
| 6M | +7.5% | -1.0% | +8.6% | +6.5% |
| YTD | -14.4% | +8.7% | -23.1% | -17.0% |
| 1Y | -29.8% | +105.0% | -134.8% | -37.3% |
| 3Y | +9.2% | +427.3% | -418.0% | -15.9% |
| 5Y | +0.8% | +249.3% | -248.5% | -20.7% |
| 10Y | +790.9% | +284.2% | +506.8% | +534.2% |
| All | +790.9% | +254.2% | +536.7% | +534.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HL.
Daily Out/Under-Performance
Portfolio return minus HL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HL 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 10y: compounded portfolio wealth divided by compounded HL 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…
10y analysis · Full analysis span regression · 6 months rolling