-19.5%
NOW vs BWA
+65.2%
-84.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.6% | +1.6% | +3.1% |
| 7D | -5.6% | +1.7% | -7.3% | -5.6% |
| 30D | -26.8% | -14.6% | -12.2% | -26.5% |
| 3M | -19.4% | -26.2% | +6.8% | -19.1% |
| 6M | +12.3% | -18.4% | +30.7% | +12.4% |
| YTD | -32.9% | +14.7% | -47.6% | -37.3% |
| 1Y | -40.3% | +13.3% | -53.6% | -44.1% |
| All | -19.5% | +65.2% | -84.7% | -33.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling