+499.2%
NOW vs A
+319.7%
+179.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.7% | -2.1% | -1.5% |
| 7D | -3.0% | -0.1% | -2.9% | -2.9% |
| 30D | -26.0% | +3.4% | -29.4% | -27.6% |
| 3M | -13.1% | +23.8% | -36.9% | -24.8% |
| 6M | +14.5% | +49.0% | -34.5% | -13.7% |
| YTD | -33.4% | +29.4% | -62.8% | -45.1% |
| 1Y | -40.6% | +19.4% | -60.0% | -48.5% |
| 3Y | -16.3% | +66.2% | -82.5% | -46.4% |
| 5Y | -26.3% | +15.8% | -42.1% | -38.3% |
| All | +499.2% | +319.7% | +179.5% | +101.2% |
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