+2,771.1%
NOW vs BA
+250.9%
+2,520.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.8% | -3.8% | -3.2% |
| 7D | -2.4% | +1.2% | -3.5% | -2.8% |
| 30D | +20.5% | -11.6% | +32.1% | +25.1% |
| 3M | +18.3% | -2.4% | +20.7% | +18.6% |
| 6M | +24.1% | -6.6% | +30.7% | +25.3% |
| YTD | -7.8% | -2.2% | -5.5% | -8.4% |
| 1Y | -21.4% | -8.0% | -13.4% | -20.8% |
| 3Y | +19.5% | -5.0% | +24.5% | +15.4% |
| 5Y | +4.1% | -2.7% | +6.8% | -3.3% |
| 10Y | +826.4% | +75.9% | +750.5% | +403.5% |
| All | +2,771.1% | +250.9% | +2,520.2% | +1,062.9% |
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