+33.4%
AAPL vs NOW
-26.7%
+60.1%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.0% | +3.8% | -0.9% |
| 7D | -2.7% | -6.1% | +3.3% | -2.4% |
| 30D | +1.0% | +7.5% | -6.5% | +0.5% |
| 3M | +5.0% | +17.5% | -12.6% | +3.0% |
| 6M | +23.0% | +7.9% | +15.1% | +21.0% |
| YTD | +16.6% | -12.4% | +29.0% | +20.1% |
| 1Y | +33.4% | -28.6% | +62.0% | +43.0% |
| All | +33.4% | -26.7% | +60.1% | +43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NOW.
Daily Out/Under-Performance
Portfolio return minus NOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NOW 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 1y: compounded portfolio wealth divided by compounded NOW 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…
1y analysis · Full analysis span regression · 6 months rolling