-39.8%
NOW vs ADI
+68.1%
-108.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.3% | +0.7% |
| 7D | +0.3% | +9.5% | -9.2% | +3.4% |
| 30D | -27.0% | -1.4% | -25.6% | -27.3% |
| 3M | -19.6% | +4.7% | -24.4% | -17.2% |
| 6M | +17.5% | -7.4% | +24.9% | +16.7% |
| YTD | -33.3% | +48.1% | -81.3% | -31.5% |
| 1Y | -39.8% | +69.6% | -109.5% | -40.8% |
| All | -39.8% | +68.1% | -108.0% | -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