-40.6%
NOW vs BWA
+10.1%
-50.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.7% | -3.1% | 0.0% |
| 7D | -3.0% | -5.5% | +2.5% | -3.9% |
| 30D | -26.0% | -21.7% | -4.3% | -30.1% |
| 3M | -13.1% | -25.6% | +12.5% | -18.8% |
| 6M | +14.5% | -17.4% | +31.9% | +11.4% |
| YTD | -33.4% | +9.2% | -42.6% | -34.7% |
| 1Y | -40.6% | +9.7% | -50.4% | -41.6% |
| All | -40.6% | +10.1% | -50.7% | -41.6% |
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