+195.8%
NOW vs ALC
+24.0%
+171.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -1.8% |
| 7D | -2.4% | -2.1% | -0.3% | -1.3% |
| 30D | +20.5% | -0.1% | +20.6% | +20.6% |
| 3M | +18.3% | +5.9% | +12.5% | +14.6% |
| 6M | +24.1% | -15.9% | +40.0% | +34.6% |
| YTD | -7.8% | -10.1% | +2.3% | -3.7% |
| 1Y | -21.4% | -10.2% | -11.2% | -18.2% |
| 3Y | +19.5% | -13.6% | +33.1% | +22.4% |
| 5Y | +4.1% | -15.1% | +19.2% | +6.4% |
| All | +195.8% | +24.0% | +171.8% | +145.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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