+504.6%
NOW vs A
+328.7%
+175.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | -1.2% |
| 7D | -3.1% | +4.8% | -7.8% | -5.9% |
| 30D | -27.0% | +5.6% | -32.7% | -29.6% |
| 3M | -17.7% | +23.6% | -41.3% | -28.7% |
| 6M | +12.7% | +56.4% | -43.7% | -17.7% |
| YTD | -32.9% | +33.4% | -66.3% | -45.8% |
| 1Y | -40.4% | +23.7% | -64.1% | -49.5% |
| 3Y | -17.1% | +71.0% | -88.1% | -47.8% |
| 5Y | -25.7% | +16.8% | -42.5% | -37.9% |
| 10Y | +504.6% | +323.8% | +180.8% | +98.9% |
| All | +504.6% | +328.7% | +175.9% | +98.9% |
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