+504.6%
NOW vs BAX
-35.6%
+540.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | 0.0% |
| 7D | -3.1% | +9.0% | -12.1% | -5.7% |
| 30D | -27.0% | +8.5% | -35.5% | -28.3% |
| 3M | -17.7% | -4.1% | -13.6% | -16.2% |
| 6M | +12.7% | +46.9% | -34.2% | +0.6% |
| YTD | -32.9% | +38.4% | -71.3% | -40.4% |
| 1Y | -40.4% | +47.0% | -87.4% | -48.4% |
| 3Y | -17.1% | -14.9% | -2.2% | -17.7% |
| 5Y | -25.7% | -62.5% | +36.8% | +7.9% |
| 10Y | +504.6% | -33.9% | +538.5% | +534.6% |
| All | +504.6% | -35.6% | +540.3% | +534.6% |
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