+2,771.1%
NOW vs BLK
+837.9%
+1,933.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.6% | -2.8% |
| 7D | -2.4% | -3.6% | +1.2% | +0.1% |
| 30D | +20.5% | -1.0% | +21.5% | +21.4% |
| 3M | +18.3% | +10.4% | +8.0% | +10.3% |
| 6M | +24.1% | +8.2% | +15.9% | +15.5% |
| YTD | -7.8% | +6.0% | -13.8% | -13.5% |
| 1Y | -21.4% | +3.3% | -24.7% | -25.3% |
| 3Y | +19.5% | +70.3% | -50.7% | -21.2% |
| 5Y | +4.1% | +34.5% | -30.4% | -20.0% |
| 10Y | +826.4% | +281.9% | +544.5% | +218.0% |
| All | +2,771.1% | +837.9% | +1,933.3% | +463.0% |
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