-40.6%
NOW vs BB
+83.6%
-124.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.4% | -4.8% | -1.1% |
| 7D | -3.0% | +3.8% | -6.8% | -3.7% |
| 30D | -26.0% | -0.3% | -25.7% | -26.1% |
| 3M | -13.1% | -0.5% | -12.7% | -13.7% |
| 6M | +14.5% | +45.9% | -31.4% | +5.5% |
| YTD | -33.4% | +130.6% | -164.0% | -44.4% |
| 1Y | -40.6% | +89.2% | -129.8% | -50.4% |
| All | -40.6% | +83.6% | -124.2% | -50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling