+1,988.6%
NOW vs BLK
+930.1%
+1,058.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.8% | +2.9% |
| 7D | -5.6% | +0.2% | -5.7% | -5.6% |
| 30D | -26.8% | +13.1% | -39.9% | -32.8% |
| 3M | -19.4% | +7.3% | -26.7% | -23.6% |
| 6M | +12.3% | +14.6% | -2.3% | +1.1% |
| YTD | -32.9% | +16.5% | -49.4% | -41.3% |
| 1Y | -40.3% | +15.4% | -55.7% | -47.5% |
| 3Y | -19.1% | +97.2% | -116.2% | -51.9% |
| 5Y | -24.4% | +43.4% | -67.7% | -44.6% |
| 10Y | +521.8% | +322.5% | +199.3% | +98.7% |
| All | +1,988.6% | +930.1% | +1,058.6% | +282.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling