+1,972.6%
NOW vs BB
+12.3%
+1,960.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.4% | -4.8% | -1.2% |
| 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% | -13.5% |
| 6M | +14.5% | +45.9% | -31.4% | +4.7% |
| YTD | -33.4% | +130.6% | -164.0% | -44.2% |
| 1Y | -40.6% | +89.2% | -129.8% | -48.6% |
| 3Y | -16.3% | +137.5% | -153.8% | -33.7% |
| 5Y | -26.3% | -20.9% | -5.4% | -32.2% |
| 10Y | +512.7% | +25.4% | +487.3% | +338.6% |
| All | +1,972.6% | +12.3% | +1,960.2% | +1,534.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling