+1,284.6%
NOW vs AMC
-98.1%
+1,382.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +4.3% | -7.3% | -3.1% |
| 7D | -2.4% | +2.3% | -4.7% | -2.5% |
| 30D | +20.5% | -0.7% | +21.3% | +20.5% |
| 3M | +18.3% | +35.2% | -16.9% | +16.6% |
| 6M | +24.1% | +124.6% | -100.5% | +20.0% |
| YTD | -7.8% | +69.9% | -77.7% | -10.1% |
| 1Y | -21.4% | -2.6% | -18.8% | -22.1% |
| 3Y | +19.5% | -79.8% | +99.3% | +21.3% |
| 5Y | +4.1% | -99.4% | +103.5% | +11.6% |
| 10Y | +826.4% | -98.9% | +925.3% | +994.8% |
| All | +1,284.6% | -98.1% | +1,382.7% | +1,241.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling