+499.2%
NOW vs C
+227.2%
+272.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.5% | -0.9% | -0.6% |
| 7D | -3.0% | -2.4% | -0.6% | -2.2% |
| 30D | -26.0% | -6.0% | -20.1% | -24.7% |
| 3M | -13.1% | -10.5% | -2.6% | -10.2% |
| 6M | +14.5% | -5.7% | +20.2% | +15.6% |
| YTD | -33.4% | +4.1% | -37.6% | -35.7% |
| 1Y | -40.6% | +20.5% | -61.1% | -45.8% |
| 3Y | -16.3% | +208.1% | -224.4% | -46.1% |
| 5Y | -26.3% | +110.4% | -136.7% | -47.0% |
| All | +499.2% | +227.2% | +272.0% | +263.3% |
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