+499.2%
NOW vs AME
+442.8%
+56.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.5% | -2.9% | -1.7% |
| 7D | -3.0% | -5.2% | +2.2% | -0.3% |
| 30D | -26.0% | -8.0% | -18.0% | -23.1% |
| 3M | -13.1% | -8.9% | -4.2% | -9.7% |
| 6M | +14.5% | -5.0% | +19.5% | +14.7% |
| YTD | -33.4% | +11.9% | -45.3% | -41.2% |
| 1Y | -40.6% | +16.6% | -57.3% | -49.1% |
| 3Y | -16.3% | +62.5% | -78.8% | -43.4% |
| 5Y | -26.3% | +67.6% | -93.9% | -51.2% |
| All | +499.2% | +442.8% | +56.4% | +133.6% |
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