-21.4%
NOW vs ADI
+50.9%
-72.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.6% | -4.6% | -2.4% |
| 7D | -2.4% | +0.4% | -2.8% | -2.2% |
| 30D | +20.5% | -3.8% | +24.3% | +18.9% |
| 3M | +18.3% | -15.3% | +33.6% | +13.2% |
| 6M | +24.1% | +6.7% | +17.4% | +23.1% |
| YTD | -7.8% | +34.8% | -42.6% | -14.3% |
| 1Y | -21.4% | +49.0% | -70.4% | -30.5% |
| All | -21.4% | +50.9% | -72.3% | -30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADI.
Daily Out/Under-Performance
Portfolio return minus ADI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADI 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 ADI 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