+521.8%
NOW vs AME
+437.3%
+84.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.6% | +2.9% |
| 7D | -5.6% | +1.1% | -6.7% | -6.1% |
| 30D | -26.8% | -4.1% | -22.7% | -25.5% |
| 3M | -19.4% | -6.3% | -13.1% | -17.5% |
| 6M | +12.3% | +3.5% | +8.8% | +7.3% |
| YTD | -32.9% | +17.3% | -50.2% | -42.3% |
| 1Y | -40.3% | +22.0% | -62.3% | -50.1% |
| 3Y | -19.1% | +62.0% | -81.1% | -45.0% |
| 5Y | -24.4% | +78.5% | -102.8% | -51.7% |
| 10Y | +521.8% | +441.6% | +80.2% | +119.7% |
| All | +521.8% | +437.3% | +84.5% | +119.7% |
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