+504.4%
NOW vs BB
+24.8%
+479.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.0% | +0.9% | -1.4% |
| 7D | -1.7% | +9.0% | -10.6% | -3.4% |
| 30D | -27.4% | +7.7% | -35.1% | -28.6% |
| 3M | -19.4% | +4.0% | -23.4% | -20.6% |
| 6M | +13.1% | +46.6% | -33.5% | +2.0% |
| YTD | -34.3% | +140.6% | -174.9% | -46.8% |
| 1Y | -41.8% | +103.1% | -144.9% | -51.4% |
| 3Y | -20.7% | +150.5% | -171.3% | -40.0% |
| 5Y | -27.2% | -15.4% | -11.8% | -34.9% |
| All | +504.4% | +24.8% | +479.7% | +280.9% |
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