+499.2%
NOW vs AMC
-98.7%
+597.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.9% | -2.3% | -0.4% |
| 7D | -3.0% | +2.6% | -5.6% | -3.1% |
| 30D | -26.0% | +9.0% | -35.1% | -26.3% |
| 3M | -13.1% | +22.2% | -35.3% | -13.8% |
| 6M | +14.5% | +91.5% | -77.0% | +11.7% |
| YTD | -33.4% | +101.3% | -134.7% | -35.3% |
| 1Y | -40.6% | +20.8% | -61.4% | -41.5% |
| 3Y | -16.3% | -71.3% | +55.0% | -15.9% |
| 5Y | -26.3% | -99.2% | +72.9% | -22.8% |
| All | +499.2% | -98.7% | +597.9% | +541.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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