+1,980.5%
NOW vs A
+606.6%
+1,373.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.0% | -2.9% | -4.0% |
| 7D | -6.7% | -5.2% | -1.5% | -3.4% |
| 30D | -25.8% | +1.4% | -27.3% | -26.5% |
| 3M | -12.7% | +21.9% | -34.6% | -23.6% |
| 6M | +11.2% | +46.7% | -35.4% | -15.1% |
| YTD | -33.2% | +27.2% | -60.4% | -44.3% |
| 1Y | -41.8% | +17.9% | -59.7% | -49.2% |
| 3Y | -15.7% | +61.1% | -76.8% | -44.0% |
| 5Y | -26.0% | +13.8% | -39.9% | -37.4% |
| 10Y | +515.1% | +318.8% | +196.3% | +113.2% |
| All | +1,980.5% | +606.6% | +1,373.9% | +492.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling