-42.5%
NOW vs B
+16.8%
-59.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -6.1% | +3.0% | -2.7% |
| 7D | -8.7% | +7.1% | -15.9% | -9.1% |
| 30D | -29.3% | -3.3% | -25.9% | -29.2% |
| 3M | -21.8% | -2.5% | -19.3% | -21.7% |
| 6M | +9.2% | -7.2% | +16.5% | +10.0% |
| YTD | -35.0% | -7.4% | -27.6% | -34.8% |
| 1Y | -42.5% | +16.4% | -58.9% | -42.8% |
| All | -42.5% | +16.8% | -59.3% | -42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling