-40.7%
NOW vs BWA
+15.7%
-56.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.4% | -4.6% | +1.6% |
| 7D | -3.1% | -0.6% | -2.5% | -3.3% |
| 30D | -27.0% | -16.1% | -11.0% | -30.2% |
| 3M | -17.7% | -24.6% | +6.9% | -23.2% |
| 6M | +12.7% | -15.7% | +28.4% | +9.6% |
| YTD | -32.9% | +15.1% | -48.0% | -33.7% |
| All | -40.7% | +15.7% | -56.4% | -41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling