-19.5%
NOW vs BB
+161.8%
-181.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.8% | +0.3% | +2.7% |
| 7D | -5.6% | +7.3% | -12.9% | -6.7% |
| 30D | -26.8% | +11.2% | -38.0% | -28.2% |
| 3M | -19.4% | +4.7% | -24.1% | -20.6% |
| 6M | +12.3% | +51.1% | -38.8% | +2.5% |
| YTD | -32.9% | +148.0% | -180.9% | -44.3% |
| 1Y | -40.3% | +106.1% | -146.4% | -49.0% |
| All | -19.5% | +161.8% | -181.4% | -39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling