+514.0%
NOW vs C
+216.5%
+297.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | +0.3% | +4.2% | -3.9% | -1.1% |
| 30D | -27.0% | +2.0% | -28.9% | -27.6% |
| 3M | -19.6% | -10.1% | -9.5% | -17.1% |
| 6M | +17.5% | +1.0% | +16.5% | +15.8% |
| YTD | -33.3% | +8.5% | -41.7% | -36.5% |
| 1Y | -39.8% | +25.7% | -65.6% | -45.9% |
| 3Y | -19.9% | +216.0% | -235.9% | -49.1% |
| 5Y | -26.1% | +112.3% | -138.4% | -47.1% |
| All | +514.0% | +216.5% | +297.4% | +247.0% |
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