-39.8%
NOW vs ADVB
-72.7%
+32.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -23.6% | +25.1% | +1.4% |
| 7D | +0.3% | +27.8% | -27.5% | +0.5% |
| 30D | -27.0% | -50.8% | +23.8% | -27.9% |
| 3M | -19.6% | -70.5% | +50.9% | -21.5% |
| 6M | +17.5% | -46.7% | +64.2% | +13.7% |
| YTD | -33.3% | -56.7% | +23.4% | -34.9% |
| 1Y | -39.8% | -71.8% | +31.9% | -40.0% |
| All | -39.8% | -72.7% | +32.8% | -40.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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