+2,771.1%
NOW vs HL
+367.7%
+2,403.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.5% | -0.5% | -2.8% |
| 7D | -2.4% | +1.5% | -3.9% | -2.6% |
| 30D | +20.5% | +25.1% | -4.5% | +18.0% |
| 3M | +18.3% | +22.9% | -4.6% | +15.7% |
| 6M | +24.1% | -4.9% | +29.0% | +23.4% |
| YTD | -7.8% | +7.8% | -15.6% | -10.1% |
| 1Y | -21.4% | +133.9% | -155.3% | -29.4% |
| 3Y | +19.5% | +380.9% | -361.4% | -2.9% |
| 5Y | +4.1% | +230.2% | -226.1% | -14.3% |
| 10Y | +826.4% | +265.6% | +560.8% | +593.7% |
| All | +2,771.1% | +367.7% | +2,403.4% | +1,905.3% |
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