-38.7%
NOW vs ADI
+76.5%
-115.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | -1.7% |
| 7D | -27.5% | -5.1% | -22.4% | -29.1% |
| 30D | -20.0% | -3.1% | -17.0% | -20.9% |
| 3M | -7.9% | +7.1% | -15.0% | -4.3% |
| 6M | +18.3% | +2.9% | +15.4% | +22.5% |
| YTD | -29.0% | +51.1% | -80.1% | -27.0% |
| 1Y | -38.7% | +79.3% | -118.0% | -40.8% |
| All | -38.7% | +76.5% | -115.2% | -40.8% |
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