+506.3%
NOW vs A
+312.5%
+193.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.3% |
| 7D | -8.7% | +1.4% | -10.1% | -9.5% |
| 30D | -29.3% | +4.3% | -33.6% | -31.2% |
| 3M | -21.8% | +19.8% | -41.6% | -30.9% |
| 6M | +9.2% | +54.4% | -45.1% | -19.6% |
| YTD | -35.0% | +31.7% | -66.7% | -47.0% |
| 1Y | -42.5% | +22.4% | -65.0% | -51.0% |
| 3Y | -21.5% | +67.7% | -89.2% | -50.0% |
| 5Y | -25.8% | +15.7% | -41.5% | -37.7% |
| 10Y | +506.3% | +308.7% | +197.6% | +96.3% |
| All | +506.3% | +312.5% | +193.9% | +96.3% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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