+514.0%
NOW vs BN
+290.8%
+223.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.5% |
| 7D | +0.3% | -1.0% | +1.3% | +0.8% |
| 30D | -27.0% | +14.0% | -40.9% | -32.7% |
| 3M | -19.6% | -9.0% | -10.6% | -16.0% |
| 6M | +17.5% | -8.8% | +26.3% | +22.0% |
| YTD | -33.3% | -10.3% | -23.0% | -30.5% |
| 1Y | -39.8% | -5.8% | -34.0% | -39.1% |
| 3Y | -19.9% | +94.8% | -114.7% | -48.3% |
| 5Y | -26.1% | +31.5% | -57.5% | -40.7% |
| All | +514.0% | +290.8% | +223.1% | +149.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling