+1.2%
NOW vs AU
+673.1%
-671.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -4.3% | +4.3% | +0.3% |
| 7D | -9.9% | -7.0% | -2.9% | -9.6% |
| 30D | +2.8% | +7.3% | -4.4% | +2.5% |
| 3M | +23.7% | +33.2% | -9.5% | +22.0% |
| 6M | +12.5% | -0.6% | +13.1% | +12.1% |
| YTD | -14.4% | +26.2% | -40.5% | -16.1% |
| 1Y | -29.0% | +68.3% | -97.3% | -31.9% |
| 3Y | +9.3% | +592.1% | -582.8% | -7.1% |
| 5Y | +1.2% | +685.3% | -684.0% | -19.9% |
| All | +1.2% | +673.1% | -671.9% | -19.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling