+504.4%
NOW vs AME
+442.0%
+62.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.6% | -2.6% | -2.3% |
| 7D | -1.7% | +8.1% | -9.8% | -5.7% |
| 30D | -27.4% | -3.8% | -23.6% | -26.3% |
| 3M | -19.4% | -6.6% | -12.8% | -17.4% |
| 6M | +13.1% | +4.6% | +8.5% | +7.4% |
| YTD | -34.3% | +17.9% | -52.2% | -43.7% |
| 1Y | -41.8% | +23.2% | -65.0% | -51.6% |
| 3Y | -20.7% | +62.9% | -83.6% | -46.3% |
| 5Y | -27.2% | +77.5% | -104.7% | -53.4% |
| All | +504.4% | +442.0% | +62.4% | +113.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 10y: compounded portfolio wealth divided by compounded AME 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…
10y analysis · Full analysis span regression · 6 months rolling