+1,972.6%
NOW vs ADI
+1,232.6%
+740.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.7% |
| 7D | -3.0% | -12.8% | +9.8% | +3.7% |
| 30D | -26.0% | -11.3% | -14.7% | -22.1% |
| 3M | -13.1% | -3.4% | -9.8% | -13.1% |
| 6M | +14.5% | -12.0% | +26.5% | +15.9% |
| YTD | -33.4% | +35.3% | -68.7% | -49.2% |
| 1Y | -40.6% | +58.1% | -98.7% | -58.9% |
| 3Y | -16.3% | +127.4% | -143.7% | -56.6% |
| 5Y | -26.3% | +114.6% | -140.9% | -60.4% |
| 10Y | +512.7% | +589.3% | -76.6% | +51.9% |
| All | +1,972.6% | +1,232.6% | +740.0% | +259.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling