+504.6%
NOW vs BBWI
-41.3%
+545.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.9% | -1.1% | +0.5% |
| 7D | -3.1% | -6.2% | +3.1% | -2.1% |
| 30D | -27.0% | +25.5% | -52.5% | -29.9% |
| 3M | -17.7% | +8.0% | -25.7% | -19.3% |
| 6M | +12.7% | +12.7% | 0.0% | +9.1% |
| YTD | -32.9% | +11.6% | -44.6% | -35.5% |
| 1Y | -40.4% | -0.9% | -39.5% | -42.0% |
| 3Y | -17.1% | -22.7% | +5.6% | -18.9% |
| 5Y | -25.7% | -67.2% | +41.5% | -20.1% |
| 10Y | +504.6% | -43.7% | +548.3% | +467.3% |
| All | +504.6% | -41.3% | +545.9% | +467.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling