+36.0%
NOW vs ACI
+39.5%
-3.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +3.5% | -3.9% | -0.7% |
| 7D | -27.5% | +4.5% | -32.0% | -27.8% |
| 30D | -20.0% | +20.9% | -40.9% | -21.6% |
| 3M | -7.9% | +15.2% | -23.1% | -9.2% |
| 6M | +18.3% | -13.3% | +31.6% | +19.0% |
| YTD | -29.0% | -16.2% | -12.8% | -28.4% |
| 1Y | -38.7% | -16.9% | -21.8% | -38.2% |
| 3Y | -10.3% | -30.8% | +20.5% | -8.8% |
| 5Y | -22.5% | -39.4% | +16.9% | -21.4% |
| All | +36.0% | +39.5% | -3.5% | +26.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling