+2,771.1%
NOW vs BP
+145.7%
+2,625.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.5% | -3.5% | -3.1% |
| 7D | -2.4% | +3.9% | -6.3% | -3.3% |
| 30D | +20.5% | +7.6% | +12.9% | +18.4% |
| 3M | +18.3% | +0.7% | +17.6% | +17.7% |
| 6M | +24.1% | +15.5% | +8.6% | +19.3% |
| YTD | -7.8% | +30.8% | -38.6% | -14.4% |
| 1Y | -21.4% | +34.3% | -55.7% | -27.7% |
| 3Y | +19.5% | +35.1% | -15.5% | +8.4% |
| 5Y | +4.1% | +126.8% | -122.8% | -18.3% |
| 10Y | +826.4% | +123.4% | +703.1% | +598.0% |
| All | +2,771.1% | +145.7% | +2,625.5% | +2,099.3% |
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