+514.0%
NOW vs AME
+444.5%
+69.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.1% | +1.3% |
| 7D | +0.3% | +5.9% | -5.6% | -2.8% |
| 30D | -27.0% | -1.9% | -25.0% | -26.6% |
| 3M | -19.6% | -5.4% | -14.3% | -18.2% |
| 6M | +17.5% | +4.9% | +12.5% | +11.4% |
| YTD | -33.3% | +18.5% | -51.7% | -42.9% |
| 1Y | -39.8% | +25.5% | -65.3% | -50.5% |
| 3Y | -19.9% | +63.0% | -82.9% | -45.7% |
| 5Y | -26.1% | +78.3% | -104.4% | -52.8% |
| All | +514.0% | +444.5% | +69.5% | +116.3% |
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