+1,972.6%
NOW vs BN
+575.2%
+1,397.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.9% | +0.5% | +0.1% |
| 7D | -3.0% | +5.3% | -8.3% | -6.0% |
| 30D | -26.0% | +11.9% | -37.9% | -31.1% |
| 3M | -13.1% | -5.7% | -7.4% | -10.9% |
| 6M | +14.5% | -10.6% | +25.1% | +20.4% |
| YTD | -33.4% | -9.4% | -24.1% | -31.0% |
| 1Y | -40.6% | -8.8% | -31.8% | -38.8% |
| 3Y | -16.3% | +95.6% | -111.9% | -45.9% |
| 5Y | -26.3% | +30.2% | -56.5% | -40.4% |
| 10Y | +512.7% | +277.0% | +235.7% | +162.8% |
| All | +1,972.6% | +575.2% | +1,397.4% | +564.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling