+789.1%
NOW vs BLK
+283.5%
+505.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.6% | -0.6% | 0.0% |
| 7D | -6.2% | -3.3% | -2.9% | -4.2% |
| 30D | +6.1% | -6.5% | +12.6% | +10.7% |
| 3M | +28.6% | +6.7% | +21.8% | +23.0% |
| 6M | +14.6% | +14.7% | -0.1% | +3.8% |
| YTD | -13.5% | +2.5% | -16.0% | -16.8% |
| 1Y | -29.4% | -2.8% | -26.6% | -29.9% |
| 3Y | +9.4% | +65.9% | -56.5% | -25.1% |
| 5Y | +2.3% | +33.0% | -30.7% | -20.2% |
| All | +789.1% | +283.5% | +505.6% | +285.8% |
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