+822.5%
NOW vs A
+246.7%
+575.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.6% | -3.6% | -3.4% |
| 7D | -2.4% | -1.9% | -0.4% | -1.2% |
| 30D | +20.5% | +6.9% | +13.6% | +15.4% |
| 3M | +18.3% | +9.2% | +9.1% | +10.9% |
| 6M | +24.1% | +25.7% | -1.6% | +5.0% |
| YTD | -7.8% | +11.5% | -19.3% | -15.8% |
| 1Y | -21.4% | +18.4% | -39.8% | -31.9% |
| 3Y | +19.5% | +26.6% | -7.1% | -7.1% |
| 5Y | +4.1% | -12.8% | +16.9% | +6.8% |
| All | +822.5% | +246.7% | +575.9% | +248.8% |
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