-26.4%
NOW vs BEN
+19.4%
-45.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.7% | -5.1% | -2.8% |
| 7D | -3.0% | +6.6% | -9.6% | -6.2% |
| 30D | -26.0% | +3.8% | -29.9% | -27.8% |
| 3M | -13.1% | +0.2% | -13.3% | -13.8% |
| 6M | +14.5% | +10.4% | +4.1% | +7.2% |
| YTD | -33.4% | +46.2% | -79.6% | -46.7% |
| 1Y | -40.6% | +52.3% | -92.9% | -53.6% |
| 3Y | -16.3% | +65.9% | -82.3% | -42.1% |
| All | -26.4% | +19.4% | -45.8% | -35.5% |
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