-19.5%
NOW vs HLT
+135.7%
-155.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +3.9% | +3.4% |
| 7D | -5.6% | +0.1% | -5.7% | -5.6% |
| 30D | -26.8% | +15.1% | -41.8% | -30.8% |
| 3M | -19.4% | +19.8% | -39.3% | -25.3% |
| 6M | +12.3% | +19.6% | -7.2% | +3.1% |
| YTD | -32.9% | +31.4% | -64.3% | -42.5% |
| 1Y | -40.3% | +38.0% | -78.3% | -50.6% |
| All | -19.5% | +135.7% | -155.2% | -51.9% |
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