+1,980.5%
NOW vs HST
+177.9%
+1,802.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.7% | -0.3% | -4.0% |
| 7D | -6.7% | -4.2% | -2.5% | -5.2% |
| 30D | -25.8% | +9.6% | -35.4% | -28.2% |
| 3M | -12.7% | -1.1% | -11.6% | -12.7% |
| 6M | +11.2% | +21.1% | -9.8% | +3.3% |
| YTD | -33.2% | +47.1% | -80.3% | -42.5% |
| 1Y | -41.8% | +64.0% | -105.8% | -52.1% |
| 3Y | -15.7% | +77.1% | -92.8% | -33.3% |
| 5Y | -26.0% | +71.8% | -97.8% | -41.2% |
| 10Y | +515.1% | +146.3% | +368.8% | +283.3% |
| All | +1,980.5% | +177.9% | +1,802.6% | +1,064.2% |
Cumulative growth
Daily Returns
Daily percentage return beside HST.
Daily Out/Under-Performance
Portfolio return minus HST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HST 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 HST 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