+10.7%
NOW vs HLT
+97.9%
-87.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.2% | -2.8% | -4.1% |
| 7D | -6.1% | -2.4% | -3.7% | -5.1% |
| 30D | +7.5% | -4.1% | +11.6% | +9.0% |
| 3M | +17.5% | -10.6% | +28.1% | +22.5% |
| 6M | +7.9% | +2.0% | +5.9% | +4.2% |
| YTD | -12.4% | +6.1% | -18.5% | -17.9% |
| 1Y | -28.6% | +9.8% | -38.4% | -34.8% |
| All | +10.7% | +97.9% | -87.1% | -28.6% |
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