+6.8%
NOW vs B
+153.8%
-147.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | B | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.2% | -0.8% | -2.8% |
| 7D | -2.4% | -1.6% | -0.8% | -2.2% |
| 30D | +20.5% | +9.4% | +11.1% | +19.5% |
| 3M | +18.3% | +5.0% | +13.4% | +17.8% |
| 6M | +24.1% | -3.5% | +27.6% | +24.2% |
| YTD | -7.8% | +4.5% | -12.2% | -8.8% |
| 1Y | -21.4% | +67.8% | -89.2% | -26.9% |
| 3Y | +19.5% | +196.7% | -177.2% | +1.2% |
| All | +6.8% | +153.8% | -147.0% | -11.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling