+514.0%
NOW vs BWA
+94.2%
+419.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.2% | +1.8% | +1.6% |
| 7D | +0.3% | +4.3% | -4.0% | -0.7% |
| 30D | -27.0% | -13.0% | -13.9% | -24.3% |
| 3M | -19.6% | -24.8% | +5.2% | -14.3% |
| 6M | +17.5% | -23.5% | +41.0% | +23.7% |
| YTD | -33.3% | +13.8% | -47.1% | -38.6% |
| 1Y | -39.8% | +13.4% | -53.3% | -44.7% |
| 3Y | -19.9% | +62.8% | -82.7% | -35.9% |
| 5Y | -26.1% | +28.5% | -54.5% | -38.1% |
| All | +514.0% | +94.2% | +419.7% | +314.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 10y: compounded portfolio wealth divided by compounded BWA 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…
10y analysis · Full analysis span regression · 6 months rolling