+1,980.5%
NOW vs BAH
+1,310.4%
+670.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.2% | -7.1% | -6.4% |
| 7D | -6.7% | +6.0% | -12.7% | -8.9% |
| 30D | -25.8% | +31.1% | -56.9% | -33.4% |
| 3M | -12.7% | +25.2% | -37.8% | -20.0% |
| 6M | +11.2% | +18.9% | -7.7% | +3.6% |
| YTD | -33.2% | +8.3% | -41.5% | -36.2% |
| 1Y | -41.8% | +6.2% | -48.0% | -44.2% |
| 3Y | -15.7% | -22.8% | +7.1% | -13.9% |
| 5Y | -26.0% | +13.6% | -39.6% | -37.2% |
| 10Y | +515.1% | +240.2% | +274.9% | +241.1% |
| All | +1,980.5% | +1,310.4% | +670.1% | +931.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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