-21.4%
NOW vs AMCR
+11.5%
-32.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -3.0% |
| 7D | -2.4% | -3.3% | +0.9% | -2.4% |
| 30D | +20.5% | -5.4% | +26.0% | +20.3% |
| 3M | +18.3% | +20.0% | -1.6% | +21.3% |
| 6M | +24.1% | 0.0% | +24.0% | +25.9% |
| YTD | -7.8% | +11.5% | -19.3% | -6.4% |
| 1Y | -21.4% | +11.4% | -32.8% | -19.2% |
| All | -21.4% | +11.5% | -32.9% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 AMCR 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