-40.7%
NOW vs ACI
-23.2%
-17.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.2% | +0.5% |
| 7D | -3.1% | -5.9% | +2.8% | -1.5% |
| 30D | -27.0% | +7.2% | -34.3% | -27.9% |
| 3M | -17.7% | +8.8% | -26.5% | -18.9% |
| 6M | +12.7% | -17.2% | +29.9% | +14.0% |
| YTD | -32.9% | -21.3% | -11.7% | -31.4% |
| All | -40.7% | -23.2% | -17.5% | -39.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling