-41.8%
NOW vs AA
+6.8%
-48.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.4% | -0.6% | -2.0% |
| 7D | -1.7% | +5.3% | -6.9% | -1.7% |
| 30D | -27.4% | -2.3% | -25.1% | -27.3% |
| 3M | -19.4% | -20.8% | +1.4% | -19.3% |
| 6M | +13.1% | -39.8% | +52.9% | +15.9% |
| YTD | -34.3% | -23.3% | -11.0% | -34.3% |
| 1Y | -41.8% | +1.8% | -43.6% | -44.2% |
| All | -41.8% | +6.8% | -48.5% | -44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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