+1,980.5%
NOW vs BP
+150.6%
+1,829.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.0% | -3.9% | -5.5% |
| 7D | -6.7% | -11.2% | +4.6% | -4.2% |
| 30D | -25.8% | -0.7% | -25.1% | -25.9% |
| 3M | -12.7% | +9.8% | -22.5% | -14.9% |
| 6M | +11.2% | -1.6% | +12.8% | +10.8% |
| YTD | -33.2% | +33.5% | -66.7% | -38.5% |
| 1Y | -41.8% | +31.7% | -73.6% | -46.3% |
| 3Y | -15.7% | +45.1% | -60.8% | -25.0% |
| 5Y | -26.0% | +105.9% | -132.0% | -40.6% |
| 10Y | +515.1% | +134.4% | +380.7% | +354.8% |
| All | +1,980.5% | +150.6% | +1,829.8% | +1,479.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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