+521.8%
NOW vs BBWI
-45.0%
+566.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.8% | +3.1% |
| 7D | -5.6% | -7.7% | +2.2% | -4.4% |
| 30D | -26.8% | +24.8% | -51.5% | -29.5% |
| 3M | -19.4% | +16.2% | -35.7% | -21.9% |
| 6M | +12.3% | +15.8% | -3.5% | +8.2% |
| YTD | -32.9% | +11.4% | -44.4% | -35.5% |
| 1Y | -40.3% | +3.2% | -43.5% | -42.3% |
| 3Y | -19.1% | -23.5% | +4.5% | -20.7% |
| 5Y | -24.4% | -67.4% | +43.0% | -18.6% |
| 10Y | +521.8% | -46.0% | +567.8% | +471.3% |
| All | +521.8% | -45.0% | +566.8% | +471.3% |
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