-19.5%
NOW vs BLK
+98.4%
-117.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.8% | +3.0% |
| 7D | -5.6% | +0.2% | -5.7% | -5.6% |
| 30D | -26.8% | +13.1% | -39.9% | -30.8% |
| 3M | -19.4% | +7.3% | -26.7% | -22.0% |
| 6M | +12.3% | +14.6% | -2.3% | +5.1% |
| YTD | -32.9% | +16.5% | -49.4% | -38.3% |
| 1Y | -40.3% | +15.4% | -55.7% | -44.9% |
| All | -19.5% | +98.4% | -117.9% | -42.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling