+1,988.6%
NOW vs HL
+248.5%
+1,740.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.5% | -3.8% | +0.4% |
| 7D | -3.1% | +13.8% | -16.9% | -4.2% |
| 30D | -27.0% | -9.7% | -17.3% | -26.5% |
| 3M | -17.7% | -8.5% | -9.2% | -17.4% |
| 6M | +12.7% | -17.2% | +29.9% | +13.5% |
| YTD | -32.9% | -19.6% | -13.3% | -33.0% |
| 1Y | -40.4% | +11.1% | -51.5% | -42.5% |
| 3Y | -17.1% | +299.7% | -316.8% | -31.6% |
| 5Y | -25.7% | +156.5% | -182.2% | -37.4% |
| 10Y | +504.6% | +122.4% | +382.2% | +368.7% |
| All | +1,988.6% | +248.5% | +1,740.1% | +1,393.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling