+504.4%
NOW vs AEP
+206.5%
+297.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.2% | -1.8% | -2.0% |
| 7D | -1.7% | +2.5% | -4.1% | -2.1% |
| 30D | -27.4% | +3.4% | -30.8% | -27.9% |
| 3M | -19.4% | +4.2% | -23.6% | -20.2% |
| 6M | +13.1% | -0.8% | +13.9% | +12.8% |
| YTD | -34.3% | +15.2% | -49.5% | -37.3% |
| 1Y | -41.8% | +8.3% | -50.1% | -43.6% |
| 3Y | -20.7% | +84.2% | -104.9% | -37.1% |
| 5Y | -27.2% | +87.8% | -115.0% | -43.2% |
| All | +504.4% | +206.5% | +297.9% | +341.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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