+504.4%
NOW vs A
+300.7%
+203.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.2% | +0.2% | -0.6% |
| 7D | -1.7% | +0.7% | -2.4% | -2.2% |
| 30D | -27.4% | +0.8% | -28.2% | -27.8% |
| 3M | -19.4% | +16.9% | -36.3% | -27.7% |
| 6M | +13.1% | +53.8% | -40.7% | -16.6% |
| YTD | -34.3% | +28.1% | -62.4% | -45.5% |
| 1Y | -41.8% | +15.0% | -56.8% | -48.2% |
| 3Y | -20.7% | +63.1% | -83.8% | -48.6% |
| 5Y | -27.2% | +11.5% | -38.7% | -37.3% |
| All | +504.4% | +300.7% | +203.8% | +88.6% |
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