+1,341.4%
NOW vs HLT
+653.9%
+687.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HLT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.0% | -2.0% | -2.5% |
| 7D | -2.4% | -3.3% | +0.9% | -0.8% |
| 30D | +20.5% | -4.1% | +24.6% | +22.6% |
| 3M | +18.3% | -7.9% | +26.3% | +22.3% |
| 6M | +24.1% | +2.2% | +21.9% | +20.8% |
| YTD | -7.8% | +8.5% | -16.3% | -13.3% |
| 1Y | -21.4% | +12.1% | -33.5% | -27.7% |
| 3Y | +19.5% | +107.6% | -88.1% | -19.9% |
| 5Y | +4.1% | +156.4% | -152.3% | -36.8% |
| 10Y | +826.4% | +566.3% | +260.1% | +215.8% |
| All | +1,341.4% | +653.9% | +687.5% | +361.2% |
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