+521.8%
NOW vs B
+203.3%
+318.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.6% | +4.7% | +3.3% |
| 7D | -5.6% | -2.7% | -2.9% | -5.3% |
| 30D | -26.8% | -4.3% | -22.4% | -26.4% |
| 3M | -19.4% | -2.3% | -17.1% | -19.3% |
| 6M | +12.3% | -16.2% | +28.5% | +14.1% |
| YTD | -32.9% | -8.8% | -24.1% | -32.9% |
| 1Y | -40.3% | +11.4% | -51.7% | -41.9% |
| 3Y | -19.1% | +174.3% | -193.3% | -31.4% |
| 5Y | -24.4% | +116.2% | -140.5% | -34.8% |
| 10Y | +521.8% | +222.7% | +299.1% | +429.9% |
| All | +521.8% | +203.3% | +318.5% | +429.9% |
Cumulative growth
Daily Returns
Daily percentage return beside B.
Daily Out/Under-Performance
Portfolio return minus B return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × B 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 B 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