+27.8%
NOW vs ACI
+32.8%
-5.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.3% | +1.7% |
| 7D | +0.3% | +2.3% | -2.0% | 0.0% |
| 30D | -27.0% | +1.2% | -28.2% | -27.0% |
| 3M | -19.6% | +6.8% | -26.4% | -20.1% |
| 6M | +17.5% | -18.7% | +36.2% | +19.0% |
| YTD | -33.3% | -20.2% | -13.0% | -32.4% |
| 1Y | -39.8% | -23.7% | -16.1% | -38.8% |
| 3Y | -19.9% | -31.6% | +11.7% | -18.3% |
| 5Y | -26.1% | -42.8% | +16.7% | -24.6% |
| All | +27.8% | +32.8% | -5.0% | +19.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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