+2,771.1%
NOW vs BBWI
+2.4%
+2,768.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.8% | -5.8% | -3.5% |
| 7D | -2.4% | +1.5% | -3.9% | -2.6% |
| 30D | +20.5% | -5.2% | +25.7% | +21.4% |
| 3M | +18.3% | +11.1% | +7.2% | +15.6% |
| 6M | +24.1% | -13.4% | +37.4% | +25.4% |
| YTD | -7.8% | +0.1% | -7.9% | -9.5% |
| 1Y | -21.4% | -36.1% | +14.7% | -17.2% |
| 3Y | +19.5% | -44.1% | +63.6% | +24.2% |
| 5Y | +4.1% | -66.2% | +70.3% | +15.1% |
| 10Y | +826.4% | -54.8% | +881.2% | +888.4% |
| All | +2,771.1% | +2.4% | +2,768.7% | +2,156.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling