-21.4%
NOW vs BEN
+42.6%
-64.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.5% | -6.5% | -4.0% |
| 7D | -2.4% | +0.2% | -2.6% | -2.5% |
| 30D | +20.5% | -0.5% | +21.1% | +20.6% |
| 3M | +18.3% | +9.7% | +8.6% | +14.6% |
| 6M | +24.1% | +33.9% | -9.8% | +10.5% |
| YTD | -7.8% | +49.0% | -56.8% | -19.3% |
| 1Y | -21.4% | +42.1% | -63.5% | -31.6% |
| All | -21.4% | +42.6% | -64.0% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling