-40.7%
NOW vs ALL
+28.9%
-69.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.4% | +1.2% | +0.8% |
| 7D | -3.1% | -3.9% | +0.8% | -2.8% |
| 30D | -27.0% | +10.6% | -37.7% | -28.3% |
| 3M | -17.7% | -4.6% | -13.2% | -16.9% |
| 6M | +12.7% | +20.2% | -7.5% | +14.4% |
| YTD | -32.9% | +23.7% | -56.6% | -32.0% |
| All | -40.7% | +28.9% | -69.6% | -39.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ALL.
Daily Out/Under-Performance
Portfolio return minus ALL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALL 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 ALL 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