+1,972.6%
NOW vs BR
+1,088.6%
+884.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +1.1% |
| 7D | -3.0% | +6.5% | -9.5% | -8.1% |
| 30D | -26.0% | +18.9% | -44.9% | -36.1% |
| 3M | -13.1% | +16.3% | -29.4% | -23.3% |
| 6M | +14.5% | +26.2% | -11.7% | -4.6% |
| YTD | -33.4% | -13.1% | -20.3% | -25.7% |
| 1Y | -40.6% | -10.5% | -30.2% | -35.3% |
| 3Y | -16.3% | +13.3% | -29.7% | -25.5% |
| 5Y | -26.3% | +19.9% | -46.2% | -37.4% |
| 10Y | +512.7% | +254.2% | +258.5% | +127.9% |
| All | +1,972.6% | +1,088.6% | +884.0% | +330.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling