+6.8%
NOW vs BEN
+39.3%
-32.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.5% | -6.5% | -4.7% |
| 7D | -2.4% | +0.2% | -2.6% | -2.6% |
| 30D | +20.5% | -0.5% | +21.1% | +20.6% |
| 3M | +18.3% | +9.7% | +8.6% | +12.5% |
| 6M | +24.1% | +33.9% | -9.8% | +6.1% |
| YTD | -7.8% | +49.0% | -56.8% | -25.5% |
| 1Y | -21.4% | +42.1% | -63.5% | -35.2% |
| 3Y | +19.5% | +51.9% | -32.3% | -9.4% |
| All | +6.8% | +39.3% | -32.5% | -18.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling