-38.7%
NOW vs BEN
+56.2%
-94.9%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.7% | -5.0% | -1.4% |
| 7D | -27.5% | +6.7% | -34.3% | -28.7% |
| 30D | -20.0% | +3.0% | -23.1% | -20.7% |
| 3M | -7.9% | -4.3% | -3.6% | -6.6% |
| 6M | +18.3% | +16.4% | +1.9% | +11.2% |
| YTD | -29.0% | +46.8% | -75.7% | -37.6% |
| 1Y | -38.7% | +57.3% | -96.1% | -46.8% |
| All | -38.7% | +56.2% | -94.9% | -46.8% |
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