-19.9%
NOW vs BB
+147.9%
-167.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.4% | +4.0% | +2.0% |
| 7D | +0.3% | +1.8% | -1.6% | -0.1% |
| 30D | -27.0% | +8.1% | -35.1% | -28.0% |
| 3M | -19.6% | -1.0% | -18.6% | -20.0% |
| 6M | +17.5% | +45.9% | -28.4% | +7.8% |
| YTD | -33.3% | +134.8% | -168.1% | -44.1% |
| 1Y | -39.8% | +104.6% | -144.4% | -48.5% |
| 3Y | -19.9% | +152.8% | -172.8% | -38.7% |
| All | -19.9% | +147.9% | -167.8% | -38.7% |
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