+1,574.6%
BE vs NOW
+19.5%
+1,555.1%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -3.0% | +10.3% | +7.2% |
| 7D | +20.0% | -2.4% | +22.4% | +19.8% |
| 30D | +7.9% | +20.5% | -12.6% | +9.1% |
| 3M | -13.2% | +18.3% | -31.6% | -10.5% |
| 6M | +53.5% | +24.1% | +29.4% | +57.9% |
| YTD | +191.0% | -7.8% | +198.8% | +225.8% |
| 1Y | +360.5% | -21.4% | +381.9% | +445.4% |
| All | +1,574.6% | +19.5% | +1,555.1% | +1,494.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling