-42.5%
NOW vs A
+22.0%
-64.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.3% | -1.8% | -2.7% |
| 7D | -8.7% | +1.4% | -10.1% | -9.1% |
| 30D | -29.3% | +4.3% | -33.6% | -30.1% |
| 3M | -21.8% | +19.8% | -41.6% | -26.6% |
| 6M | +9.2% | +54.4% | -45.1% | -6.7% |
| YTD | -35.0% | +31.7% | -66.7% | -41.9% |
| 1Y | -42.5% | +22.4% | -65.0% | -48.1% |
| All | -42.5% | +22.0% | -64.5% | -48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling