+2,771.1%
NOW vs AMCR
+108.3%
+2,662.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -2.9% |
| 7D | -2.4% | -1.9% | -0.5% | -2.0% |
| 30D | +20.5% | -4.1% | +24.6% | +21.6% |
| 3M | +18.3% | +21.7% | -3.3% | +12.9% |
| 6M | +24.1% | +1.5% | +22.6% | +22.9% |
| YTD | -7.8% | +13.1% | -20.9% | -11.5% |
| 1Y | -21.4% | +13.0% | -34.4% | -24.6% |
| 3Y | +19.5% | +6.9% | +12.6% | +14.5% |
| 5Y | +4.1% | -10.5% | +14.5% | +4.7% |
| 10Y | +826.4% | +20.9% | +805.5% | +742.0% |
| All | +2,771.1% | +108.3% | +2,662.8% | +2,389.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling