+822.5%
NOW vs BAX
-34.3%
+856.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.0% | -4.0% | -3.3% |
| 7D | -2.4% | -1.1% | -1.2% | -2.1% |
| 30D | +20.5% | -5.5% | +26.0% | +22.6% |
| 3M | +18.3% | +33.5% | -15.2% | +8.3% |
| 6M | +24.1% | +35.9% | -11.8% | +12.0% |
| YTD | -7.8% | +35.4% | -43.1% | -18.2% |
| 1Y | -21.4% | +9.8% | -31.1% | -25.8% |
| 3Y | +19.5% | -32.7% | +52.3% | +30.1% |
| 5Y | +4.1% | -65.6% | +69.6% | +56.5% |
| All | +822.5% | -34.3% | +856.8% | +790.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 10y: compounded portfolio wealth divided by compounded BAX 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…
10y analysis · Full analysis span regression · 6 months rolling