+0.8%
NOW vs BTI
+113.9%
-113.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.3% |
| 7D | -4.1% | -2.4% | -1.7% | -4.0% |
| 30D | +2.9% | -4.8% | +7.6% | +3.1% |
| 3M | +22.6% | -8.1% | +30.7% | +23.0% |
| 6M | +7.5% | -4.2% | +11.7% | +7.5% |
| YTD | -14.4% | -1.3% | -13.1% | -15.0% |
| 1Y | -29.8% | +2.1% | -31.9% | -30.6% |
| 3Y | +9.2% | +108.9% | -99.7% | -6.2% |
| 5Y | +0.8% | +114.5% | -113.6% | -8.6% |
| All | +0.8% | +113.9% | -113.1% | -8.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling