+1,924.6%
NOW vs BR
+1,104.6%
+820.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.3% | -3.4% | -3.3% |
| 7D | -8.7% | +5.0% | -13.8% | -12.5% |
| 30D | -29.3% | +16.6% | -45.9% | -37.9% |
| 3M | -21.8% | +12.0% | -33.8% | -28.9% |
| 6M | +9.2% | +30.7% | -21.5% | -11.5% |
| YTD | -35.0% | -11.9% | -23.0% | -28.2% |
| 1Y | -42.5% | -11.6% | -31.0% | -36.8% |
| 3Y | -21.5% | +15.0% | -36.5% | -31.0% |
| 5Y | -25.8% | +18.1% | -43.9% | -36.3% |
| 10Y | +506.3% | +278.6% | +227.7% | +114.9% |
| All | +1,924.6% | +1,104.6% | +820.0% | +316.4% |
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