-40.3%
NOW vs BR
-11.9%
-28.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.2% | +3.2% |
| 7D | -5.6% | +1.9% | -7.4% | -7.6% |
| 30D | -26.8% | +15.9% | -42.7% | -38.3% |
| 3M | -19.4% | +13.7% | -33.1% | -30.4% |
| 6M | +12.3% | +31.0% | -18.7% | -16.8% |
| YTD | -32.9% | -12.0% | -20.9% | -33.7% |
| 1Y | -40.3% | -11.5% | -28.8% | -40.6% |
| All | -40.3% | -11.9% | -28.4% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 1y: compounded portfolio wealth divided by compounded BR 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…
1y analysis · Full analysis span regression · 6 months rolling