+506.3%
NOW vs BB
+28.9%
+477.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -2.9% |
| 7D | -8.7% | +11.6% | -20.3% | -10.8% |
| 30D | -29.3% | +2.6% | -31.9% | -29.8% |
| 3M | -21.8% | +3.5% | -25.3% | -22.9% |
| 6M | +9.2% | +43.5% | -34.2% | -1.0% |
| YTD | -35.0% | +141.2% | -176.1% | -47.4% |
| 1Y | -42.5% | +97.4% | -139.9% | -51.7% |
| 3Y | -21.5% | +151.1% | -172.6% | -40.7% |
| 5Y | -25.8% | -12.8% | -13.0% | -33.9% |
| 10Y | +506.3% | +27.5% | +478.9% | +278.5% |
| All | +506.3% | +28.9% | +477.4% | +278.5% |
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