-38.7%
NOW vs HLT
+46.7%
-85.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.8% | +0.3% |
| 7D | -27.5% | +7.7% | -35.2% | -26.4% |
| 30D | -20.0% | +19.1% | -39.1% | -17.9% |
| 3M | -7.9% | +20.7% | -28.6% | -5.5% |
| 6M | +18.3% | +21.0% | -2.7% | +20.3% |
| YTD | -29.0% | +31.3% | -60.2% | -28.4% |
| 1Y | -38.7% | +45.9% | -84.6% | -39.7% |
| All | -38.7% | +46.7% | -85.4% | -39.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling