+1,980.5%
NOW vs AME
+648.7%
+1,331.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.9% | 0.0% | -2.4% |
| 7D | -6.7% | -11.4% | +4.8% | +0.2% |
| 30D | -25.8% | -12.1% | -13.7% | -20.4% |
| 3M | -12.7% | -12.3% | -0.3% | -6.9% |
| 6M | +11.2% | -4.6% | +15.9% | +10.9% |
| YTD | -33.2% | +9.1% | -42.3% | -40.6% |
| 1Y | -41.8% | +13.3% | -55.1% | -49.6% |
| 3Y | -15.7% | +58.2% | -73.8% | -43.2% |
| 5Y | -26.0% | +63.4% | -89.5% | -51.1% |
| 10Y | +515.1% | +436.7% | +78.4% | +63.6% |
| All | +1,980.5% | +648.7% | +1,331.8% | +400.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling