+0.8%
NOW vs HLT
+153.7%
-152.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.8% | -3.1% | -2.8% |
| 7D | -4.1% | -1.5% | -2.7% | -3.2% |
| 30D | +2.9% | -1.2% | +4.1% | +3.4% |
| 3M | +22.6% | -10.3% | +32.9% | +29.7% |
| 6M | +7.5% | +1.3% | +6.3% | +4.3% |
| YTD | -14.4% | +7.0% | -21.4% | -20.6% |
| 1Y | -29.8% | +11.9% | -41.7% | -37.2% |
| 3Y | +9.2% | +100.7% | -91.4% | -36.2% |
| 5Y | +0.8% | +147.5% | -146.7% | -47.3% |
| All | +0.8% | +153.7% | -152.9% | -47.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling