+641.7%
BE vs NOW
+169.8%
+471.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.1% | -1.3% | -3.2% |
| 7D | -13.4% | -8.7% | -4.6% | -9.9% |
| 30D | -33.9% | -29.3% | -4.6% | -26.0% |
| 3M | -12.0% | -21.8% | +9.9% | -7.2% |
| 6M | -29.0% | +9.2% | -38.2% | -40.6% |
| YTD | +113.4% | -35.0% | +148.4% | +119.6% |
| 1Y | +33.2% | -42.5% | +75.7% | +47.8% |
| 3Y | +1,659.2% | -21.5% | +1,680.7% | +1,369.1% |
| 5Y | +461.4% | -25.8% | +487.1% | +365.4% |
| All | +641.7% | +169.8% | +471.8% | +210.2% |
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