+1,972.6%
NOW vs BBWI
+12.1%
+1,960.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.3% | +2.9% | +0.2% |
| 7D | -3.0% | -6.2% | +3.2% | -1.9% |
| 30D | -26.0% | +19.9% | -46.0% | -28.7% |
| 3M | -13.1% | +7.1% | -20.3% | -15.0% |
| 6M | +14.5% | +13.7% | +0.8% | +10.1% |
| YTD | -33.4% | +9.6% | -43.0% | -36.1% |
| 1Y | -40.6% | -1.6% | -39.0% | -42.4% |
| 3Y | -16.3% | -25.9% | +9.6% | -17.9% |
| 5Y | -26.3% | -67.8% | +41.5% | -18.7% |
| 10Y | +512.7% | -43.5% | +556.2% | +505.9% |
| All | +1,972.6% | +12.1% | +1,960.4% | +1,491.9% |
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