+948.6%
NOW vs HLT
+813.2%
+135.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +3.9% | +3.5% |
| 7D | -5.6% | +0.1% | -5.7% | -5.6% |
| 30D | -26.8% | +15.1% | -41.8% | -31.9% |
| 3M | -19.4% | +19.8% | -39.3% | -26.7% |
| 6M | +12.3% | +19.6% | -7.2% | +1.6% |
| YTD | -32.9% | +31.4% | -64.3% | -42.8% |
| 1Y | -40.3% | +38.0% | -78.3% | -50.5% |
| 3Y | -19.1% | +134.7% | -153.7% | -49.0% |
| 5Y | -24.4% | +166.2% | -190.5% | -55.3% |
| 10Y | +521.8% | +705.6% | -183.8% | +92.5% |
| All | +948.6% | +813.2% | +135.4% | +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