+521.8%
NOW vs BAX
-35.7%
+557.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.3% | +3.5% | +3.3% |
| 7D | -5.6% | -0.6% | -5.0% | -5.3% |
| 30D | -26.8% | +6.3% | -33.1% | -27.6% |
| 3M | -19.4% | -4.6% | -14.9% | -17.8% |
| 6M | +12.3% | +50.4% | -38.1% | -0.5% |
| YTD | -32.9% | +38.0% | -70.9% | -40.4% |
| 1Y | -40.3% | +44.6% | -84.9% | -48.0% |
| 3Y | -19.1% | -15.1% | -3.9% | -19.7% |
| 5Y | -24.4% | -63.3% | +38.9% | +11.5% |
| 10Y | +521.8% | -34.4% | +556.2% | +519.6% |
| All | +521.8% | -35.7% | +557.5% | +519.6% |
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