+2,771.1%
NOW vs BR
+979.2%
+1,791.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.4% | +0.4% | -0.3% |
| 7D | -2.4% | -5.3% | +2.9% | +2.1% |
| 30D | +20.5% | +6.4% | +14.1% | +14.9% |
| 3M | +18.3% | +13.6% | +4.7% | +7.1% |
| 6M | +24.1% | -6.7% | +30.8% | +32.6% |
| YTD | -7.8% | -21.1% | +13.3% | +11.8% |
| 1Y | -21.4% | -29.6% | +8.2% | +3.8% |
| 3Y | +19.5% | -2.4% | +21.9% | +20.5% |
| 5Y | +4.1% | +11.2% | -7.2% | -5.8% |
| 10Y | +826.4% | +191.8% | +634.6% | +302.2% |
| All | +2,771.1% | +979.2% | +1,791.9% | +548.6% |
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 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