+1,972.6%
NOW vs BEN
+67.2%
+1,905.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.7% | -5.1% | -2.4% |
| 7D | -3.0% | +6.6% | -9.6% | -5.7% |
| 30D | -26.0% | +3.8% | -29.9% | -27.5% |
| 3M | -13.1% | +0.2% | -13.3% | -13.7% |
| 6M | +14.5% | +10.4% | +4.1% | +8.5% |
| YTD | -33.4% | +46.2% | -79.6% | -44.4% |
| 1Y | -40.6% | +52.3% | -92.9% | -51.4% |
| 3Y | -16.3% | +65.9% | -82.3% | -36.4% |
| 5Y | -26.3% | +20.6% | -46.9% | -36.4% |
| 10Y | +512.7% | +64.8% | +447.9% | +300.3% |
| All | +1,972.6% | +67.2% | +1,905.4% | +1,400.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling