+499.2%
NOW vs BWA
+84.4%
+414.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | -1.0% |
| 7D | -3.0% | -5.5% | +2.5% | -1.7% |
| 30D | -26.0% | -21.7% | -4.3% | -21.5% |
| 3M | -13.1% | -25.6% | +12.5% | -7.1% |
| 6M | +14.5% | -17.4% | +31.9% | +17.9% |
| YTD | -33.4% | +9.2% | -42.6% | -38.1% |
| 1Y | -40.6% | +9.7% | -50.4% | -45.0% |
| 3Y | -16.3% | +54.6% | -70.9% | -32.1% |
| 5Y | -26.3% | +26.8% | -53.1% | -38.1% |
| All | +499.2% | +84.4% | +414.8% | +322.5% |
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