+593.0%
BE vs NOW
+176.2%
+416.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -0.4% | +3.8% | +3.6% |
| 7D | -14.7% | -3.0% | -11.7% | -13.3% |
| 30D | -40.5% | -26.0% | -14.5% | -34.6% |
| 3M | -24.3% | -13.1% | -11.2% | -23.9% |
| 6M | -39.3% | +14.5% | -53.8% | -50.6% |
| YTD | +99.4% | -33.4% | +132.8% | +103.2% |
| 1Y | +26.6% | -40.6% | +67.2% | +38.4% |
| 3Y | +1,616.9% | -16.3% | +1,633.3% | +1,278.6% |
| 5Y | +441.4% | -26.3% | +467.7% | +353.7% |
| All | +593.0% | +176.2% | +416.7% | +187.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling