+2,771.1%
NOW vs BRO
+505.2%
+2,266.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.0% |
| 7D | -2.4% | -2.6% | +0.2% | -0.7% |
| 30D | +20.5% | +0.9% | +19.6% | +19.8% |
| 3M | +18.3% | +24.8% | -6.4% | +2.9% |
| 6M | +24.1% | -0.1% | +24.1% | +24.1% |
| YTD | -7.8% | -9.7% | +1.9% | -2.3% |
| 1Y | -21.4% | -24.5% | +3.1% | -7.4% |
| 3Y | +19.5% | -1.6% | +21.2% | +12.1% |
| 5Y | +4.1% | +25.6% | -21.5% | -19.2% |
| 10Y | +826.4% | +309.8% | +516.6% | +205.6% |
| All | +2,771.1% | +505.2% | +2,266.0% | +660.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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