+499.2%
NOW vs BB
+23.8%
+475.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.4% | -4.8% | -1.3% |
| 7D | -3.0% | +3.8% | -6.8% | -3.8% |
| 30D | -26.0% | -0.3% | -25.7% | -26.1% |
| 3M | -13.1% | -0.5% | -12.7% | -13.6% |
| 6M | +14.5% | +45.9% | -31.4% | +3.4% |
| YTD | -33.4% | +130.6% | -164.0% | -45.6% |
| 1Y | -40.6% | +89.2% | -129.8% | -49.7% |
| 3Y | -16.3% | +137.5% | -153.8% | -36.0% |
| 5Y | -26.3% | -20.9% | -5.4% | -33.3% |
| All | +499.2% | +23.8% | +475.4% | +270.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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