+943.4%
NOW vs HLT
+803.9%
+139.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.5% |
| 7D | +0.3% | +0.7% | -0.4% | -0.1% |
| 30D | -27.0% | +13.7% | -40.7% | -31.6% |
| 3M | -19.6% | +16.3% | -36.0% | -25.8% |
| 6M | +17.5% | +19.9% | -2.5% | +6.0% |
| YTD | -33.3% | +30.1% | -63.3% | -42.8% |
| 1Y | -39.8% | +38.5% | -78.3% | -50.2% |
| 3Y | -19.9% | +131.0% | -151.0% | -49.1% |
| 5Y | -26.1% | +163.7% | -189.7% | -56.1% |
| 10Y | +518.7% | +697.4% | -178.7% | +92.5% |
| All | +943.4% | +803.9% | +139.5% | +204.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling