+0.8%
NOW vs BLK
+31.1%
-30.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -0.9% |
| 7D | -4.1% | -2.7% | -1.4% | -2.3% |
| 30D | +2.9% | -4.8% | +7.6% | +6.3% |
| 3M | +22.6% | +6.5% | +16.1% | +17.1% |
| 6M | +7.5% | +13.1% | -5.6% | -2.7% |
| YTD | -14.4% | +1.8% | -16.2% | -17.6% |
| 1Y | -29.8% | -1.0% | -28.8% | -31.3% |
| 3Y | +9.2% | +66.0% | -56.7% | -31.6% |
| 5Y | +0.8% | +31.2% | -30.4% | -24.1% |
| All | +0.8% | +31.1% | -30.3% | -24.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling