+0.8%
NOW vs AMCR
-12.9%
+13.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -1.4% |
| 7D | -4.1% | -6.3% | +2.2% | -2.1% |
| 30D | +2.9% | -7.1% | +10.0% | +5.3% |
| 3M | +22.6% | +12.7% | +9.9% | +17.9% |
| 6M | +7.5% | +5.2% | +2.4% | +5.3% |
| YTD | -14.4% | +8.1% | -22.5% | -18.2% |
| 1Y | -29.8% | +10.0% | -39.8% | -33.6% |
| 3Y | +9.2% | +6.6% | +2.7% | -1.3% |
| 5Y | +0.8% | -11.4% | +12.2% | +2.5% |
| All | +0.8% | -12.9% | +13.7% | +2.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling