+6.8%
NOW vs AAL
-32.2%
+39.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.2% | -4.2% | -3.3% |
| 7D | -2.4% | -3.7% | +1.4% | -1.4% |
| 30D | +20.5% | -20.8% | +41.3% | +27.9% |
| 3M | +18.3% | -1.3% | +19.6% | +17.6% |
| 6M | +24.1% | +5.4% | +18.7% | +19.5% |
| YTD | -7.8% | -14.4% | +6.6% | -6.1% |
| 1Y | -21.4% | +2.1% | -23.5% | -24.9% |
| 3Y | +19.5% | -10.6% | +30.1% | +10.3% |
| All | +6.8% | -32.2% | +39.0% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling