-16.3%
NOW vs BBWI
-28.0%
+11.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | 0.0% |
| 7D | -3.0% | -6.2% | +3.2% | -2.2% |
| 30D | -26.0% | +19.9% | -46.0% | -28.1% |
| 3M | -13.1% | +7.1% | -20.3% | -14.5% |
| 6M | +14.5% | +13.7% | +0.8% | +11.3% |
| YTD | -33.4% | +9.6% | -43.0% | -35.5% |
| 1Y | -40.6% | -1.6% | -39.0% | -41.8% |
| 3Y | -16.3% | -25.9% | +9.6% | -16.1% |
| All | -16.3% | -28.0% | +11.7% | -16.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling