-28.6%
NOW vs BEN
+45.8%
-74.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.2% | -4.8% | -4.9% |
| 7D | -6.1% | +4.7% | -10.8% | -7.4% |
| 30D | +7.5% | +2.6% | +4.9% | +6.4% |
| 3M | +17.5% | +11.5% | +6.0% | +12.9% |
| 6M | +7.9% | +35.3% | -27.4% | -4.7% |
| YTD | -12.4% | +48.6% | -61.0% | -24.1% |
| 1Y | -28.6% | +46.7% | -75.2% | -38.5% |
| All | -28.6% | +45.8% | -74.3% | -38.5% |
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