+18.3%
NOW vs AR
+40.7%
-22.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.9% |
| 7D | -2.4% | +2.5% | -4.9% | -2.8% |
| 30D | +20.5% | +14.8% | +5.7% | +17.7% |
| 3M | +18.3% | +6.2% | +12.1% | +16.9% |
| 6M | +24.1% | +4.3% | +19.8% | +22.7% |
| YTD | -7.8% | +14.4% | -22.2% | -10.3% |
| 1Y | -21.4% | +21.3% | -42.7% | -24.6% |
| All | +18.3% | +40.7% | -22.5% | +14.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling