+499.2%
NOW vs AAL
-66.2%
+565.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.7% |
| 7D | -3.0% | +4.6% | -7.6% | -3.8% |
| 30D | -26.0% | +2.6% | -28.6% | -26.5% |
| 3M | -13.1% | -17.8% | +4.7% | -10.3% |
| 6M | +14.5% | +1.9% | +12.7% | +12.9% |
| YTD | -33.4% | -14.0% | -19.4% | -32.8% |
| 1Y | -40.6% | +0.2% | -40.9% | -42.0% |
| 3Y | -16.3% | +13.0% | -29.4% | -23.2% |
| 5Y | -26.3% | -39.6% | +13.3% | -26.5% |
| All | +499.2% | -66.2% | +565.4% | +508.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AAL.
Daily Out/Under-Performance
Portfolio return minus AAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AAL 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 AAL 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