+506.3%
NOW vs C
+218.0%
+288.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | -8.7% | -0.4% | -8.4% | -8.6% |
| 30D | -29.3% | -5.2% | -24.1% | -28.2% |
| 3M | -21.8% | -9.1% | -12.8% | -19.7% |
| 6M | +9.2% | -1.6% | +10.8% | +8.6% |
| YTD | -35.0% | +6.9% | -41.9% | -37.8% |
| 1Y | -42.5% | +23.0% | -65.5% | -47.9% |
| 3Y | -21.5% | +216.1% | -237.7% | -50.1% |
| 5Y | -25.8% | +112.2% | -138.0% | -46.9% |
| 10Y | +506.3% | +208.8% | +297.6% | +247.2% |
| All | +506.3% | +218.0% | +288.3% | +247.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling