-17.1%
NOW vs AU
+532.9%
-550.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.9% | -6.1% | +0.6% |
| 7D | -3.1% | +20.8% | -23.9% | -3.7% |
| 30D | -27.0% | +5.5% | -32.6% | -27.2% |
| 3M | -17.7% | +3.9% | -21.6% | -17.9% |
| 6M | +12.7% | -5.4% | +18.1% | +12.4% |
| YTD | -32.9% | +20.7% | -53.6% | -33.8% |
| 1Y | -40.4% | +49.8% | -90.2% | -41.7% |
| 3Y | -17.1% | +565.6% | -582.7% | -21.9% |
| All | -17.1% | +532.9% | -550.0% | -21.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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