+504.6%
NOW vs ADI
+652.5%
-147.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.6% | -7.8% | -3.2% |
| 7D | -3.1% | -4.4% | +1.3% | -1.3% |
| 30D | -27.0% | -2.8% | -24.2% | -26.7% |
| 3M | -17.7% | +1.5% | -19.2% | -19.7% |
| 6M | +12.7% | -4.7% | +17.4% | +9.7% |
| YTD | -32.9% | +46.8% | -79.7% | -50.6% |
| 1Y | -40.4% | +74.9% | -115.3% | -60.6% |
| 3Y | -17.1% | +147.4% | -164.5% | -58.6% |
| 5Y | -25.7% | +131.9% | -157.6% | -61.5% |
| 10Y | +504.6% | +630.6% | -126.0% | +47.9% |
| All | +504.6% | +652.5% | -147.9% | +47.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling