+504.6%
NOW vs AAL
-64.0%
+568.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +7.4% | -6.7% | -0.6% |
| 7D | -3.1% | +8.3% | -11.3% | -4.5% |
| 30D | -27.0% | +11.0% | -38.0% | -28.6% |
| 3M | -17.7% | -11.2% | -6.5% | -16.3% |
| 6M | +12.7% | +6.1% | +6.6% | +10.3% |
| YTD | -32.9% | -7.6% | -25.3% | -33.2% |
| 1Y | -40.4% | +3.7% | -44.1% | -42.1% |
| 3Y | -17.1% | +20.5% | -37.6% | -24.9% |
| 5Y | -25.7% | -36.4% | +10.7% | -26.7% |
| 10Y | +504.6% | -65.4% | +570.1% | +534.9% |
| All | +504.6% | -64.0% | +568.7% | +534.9% |
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