+1,978.3%
NOW vs BLK
+927.2%
+1,051.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.2% |
| 7D | +0.3% | +3.7% | -3.5% | -2.1% |
| 30D | -27.0% | +13.9% | -40.8% | -33.3% |
| 3M | -19.6% | +3.9% | -23.6% | -22.1% |
| 6M | +17.5% | +13.0% | +4.5% | +6.7% |
| YTD | -33.3% | +16.1% | -49.4% | -41.4% |
| 1Y | -39.8% | +16.8% | -56.6% | -47.5% |
| 3Y | -19.9% | +97.7% | -117.6% | -52.5% |
| 5Y | -26.1% | +42.1% | -68.2% | -45.5% |
| 10Y | +518.7% | +321.3% | +197.4% | +98.1% |
| All | +1,978.3% | +927.2% | +1,051.0% | +281.3% |
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