+504.6%
NOW vs BEN
+70.4%
+434.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.3% | -5.6% | -1.7% |
| 7D | -3.1% | +12.2% | -15.3% | -7.4% |
| 30D | -27.0% | +12.1% | -39.1% | -30.5% |
| 3M | -17.7% | +7.3% | -25.0% | -20.4% |
| 6M | +12.7% | +17.9% | -5.2% | +4.7% |
| YTD | -32.9% | +55.4% | -88.4% | -44.4% |
| 1Y | -40.4% | +69.3% | -109.7% | -52.3% |
| 3Y | -17.1% | +82.8% | -99.9% | -37.8% |
| 5Y | -25.7% | +28.8% | -54.5% | -37.4% |
| 10Y | +504.6% | +53.9% | +450.7% | +308.1% |
| All | +504.6% | +70.4% | +434.2% | +308.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling