-38.7%
NOW vs BBWI
+2.4%
-41.1%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.1% | -4.4% | -0.6% |
| 7D | -27.5% | +8.8% | -36.3% | -28.2% |
| 30D | -20.0% | +34.8% | -54.9% | -22.7% |
| 3M | -7.9% | +12.9% | -20.8% | -9.5% |
| 6M | +18.3% | +29.6% | -11.3% | +14.2% |
| YTD | -29.0% | +20.8% | -49.7% | -31.5% |
| 1Y | -38.7% | +4.1% | -42.8% | -40.3% |
| All | -38.7% | +2.4% | -41.1% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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