-41.8%
NOW vs BTI
+15.9%
-57.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.0% | -2.0% |
| 7D | -1.7% | -3.2% | +1.6% | -2.5% |
| 30D | -27.4% | +9.7% | -37.1% | -25.7% |
| 3M | -19.4% | +11.1% | -30.5% | -17.4% |
| 6M | +13.1% | -1.2% | +14.3% | +11.2% |
| YTD | -34.3% | +12.7% | -47.0% | -30.8% |
| 1Y | -41.8% | +15.8% | -57.6% | -38.4% |
| All | -41.8% | +15.9% | -57.7% | -38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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