+514.0%
NOW vs BLK
+318.4%
+195.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.3% |
| 7D | +0.3% | +3.7% | -3.5% | -2.0% |
| 30D | -27.0% | +13.9% | -40.8% | -32.9% |
| 3M | -19.6% | +3.9% | -23.6% | -22.0% |
| 6M | +17.5% | +13.0% | +4.5% | +7.4% |
| YTD | -33.3% | +16.1% | -49.4% | -41.0% |
| 1Y | -39.8% | +16.8% | -56.6% | -47.0% |
| 3Y | -19.9% | +97.7% | -117.6% | -51.3% |
| 5Y | -26.1% | +42.1% | -68.2% | -45.2% |
| All | +514.0% | +318.4% | +195.6% | +136.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLK.
Daily Out/Under-Performance
Portfolio return minus BLK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLK 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 BLK 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