+491.3%
BE vs NOW
-26.5%
+517.8%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.0% | -1.6% | -3.1% |
| 7D | +20.5% | -1.7% | +22.2% | +21.2% |
| 30D | -23.4% | -27.4% | +4.0% | -18.0% |
| 3M | -14.9% | -19.4% | +4.6% | -12.4% |
| 6M | -28.1% | +13.1% | -41.2% | -37.9% |
| YTD | +132.4% | -34.3% | +166.7% | +146.2% |
| 1Y | +59.4% | -41.8% | +101.1% | +81.1% |
| 3Y | +1,815.8% | -20.7% | +1,836.6% | +1,528.3% |
| 5Y | +491.3% | -27.2% | +518.5% | +421.0% |
| All | +491.3% | -26.5% | +517.8% | +421.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling