+1,980.5%
NOW vs BA
+185.2%
+1,795.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.5% | -3.4% | -5.1% |
| 7D | -6.7% | -0.1% | -6.6% | -6.6% |
| 30D | -25.8% | -9.1% | -16.7% | -24.0% |
| 3M | -12.7% | -28.2% | +15.5% | -3.9% |
| 6M | +11.2% | -23.1% | +34.4% | +19.1% |
| YTD | -33.2% | -20.6% | -12.6% | -29.7% |
| 1Y | -41.8% | -12.7% | -29.1% | -40.8% |
| 3Y | -15.7% | -11.6% | -4.1% | -17.4% |
| 5Y | -26.0% | -23.1% | -2.9% | -26.4% |
| 10Y | +515.1% | +34.4% | +480.7% | +269.4% |
| All | +1,980.5% | +185.2% | +1,795.3% | +793.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BA.
Daily Out/Under-Performance
Portfolio return minus BA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BA 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 all: compounded portfolio wealth divided by compounded BA 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…
all analysis · Full analysis span regression · 6 months rolling