-16.0%
NOW vs ALL
+115.1%
-131.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.9% | -5.1% | -5.8% |
| 7D | -6.7% | +4.2% | -10.9% | -7.1% |
| 30D | -25.8% | +18.9% | -44.7% | -27.5% |
| 3M | -12.7% | +1.2% | -13.9% | -12.8% |
| 6M | +11.2% | +23.2% | -12.0% | +9.2% |
| YTD | -33.2% | +30.0% | -63.2% | -34.8% |
| 1Y | -41.8% | +39.6% | -81.4% | -43.8% |
| All | -16.0% | +115.1% | -131.1% | -20.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling