-40.7%
NOW vs AMC
+40.5%
-81.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +8.3% | -7.5% | -0.3% |
| 7D | -3.1% | +6.6% | -9.6% | -3.9% |
| 30D | -27.0% | +14.1% | -41.1% | -28.4% |
| 3M | -17.7% | +31.3% | -49.0% | -21.3% |
| 6M | +12.7% | +126.7% | -114.0% | -5.8% |
| YTD | -32.9% | +117.9% | -150.9% | -44.7% |
| All | -40.7% | +40.5% | -81.2% | -44.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling