-38.7%
NOW vs C
+27.1%
-65.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -2.0% | -0.3% |
| 7D | -27.5% | +1.1% | -28.6% | -27.5% |
| 30D | -20.0% | -2.4% | -17.6% | -19.9% |
| 3M | -7.9% | -8.4% | +0.5% | -7.7% |
| 6M | +18.3% | +0.3% | +18.0% | +17.5% |
| YTD | -29.0% | +9.1% | -38.1% | -29.1% |
| 1Y | -38.7% | +26.0% | -64.7% | -42.8% |
| All | -38.7% | +27.1% | -65.8% | -42.8% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 C 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