+1,008.9%
BE vs NOW
+263.6%
+745.3%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -5.0% | +14.6% | +11.6% |
| 7D | +29.8% | -6.1% | +35.8% | +32.6% |
| 30D | +26.4% | +7.5% | +18.9% | +20.9% |
| 3M | +9.3% | +17.5% | -8.2% | -3.4% |
| 6M | +105.1% | +7.9% | +97.1% | +76.9% |
| YTD | +219.0% | -12.4% | +231.4% | +200.6% |
| 1Y | +418.8% | -28.6% | +447.3% | +451.1% |
| 3Y | +1,784.6% | +11.8% | +1,772.7% | +1,279.9% |
| 5Y | +1,251.0% | +2.6% | +1,248.3% | +907.2% |
| All | +1,008.9% | +263.6% | +745.3% | +324.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling