+499.2%
NOW vs AR
+44.3%
+454.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.8% | +0.4% | -0.3% |
| 7D | -3.0% | -14.3% | +11.3% | -1.6% |
| 30D | -26.0% | +1.4% | -27.5% | -26.2% |
| 3M | -13.1% | +3.4% | -16.5% | -13.5% |
| 6M | +14.5% | -2.1% | +16.6% | +14.6% |
| YTD | -33.4% | +4.7% | -38.1% | -34.0% |
| 1Y | -40.6% | +10.6% | -51.2% | -41.5% |
| 3Y | -16.3% | +24.6% | -40.9% | -19.1% |
| 5Y | -26.3% | +71.9% | -98.2% | -31.1% |
| All | +499.2% | +44.3% | +454.9% | +489.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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