-26.0%
NOW vs C
+106.8%
-132.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -5.0% | -0.9% | -3.9% |
| 7D | -6.7% | -5.3% | -1.4% | -4.5% |
| 30D | -25.8% | -7.3% | -18.5% | -23.7% |
| 3M | -12.7% | -13.5% | +0.8% | -7.9% |
| 6M | +11.2% | -6.5% | +17.7% | +12.7% |
| YTD | -33.2% | +3.6% | -36.8% | -36.2% |
| 1Y | -41.8% | +18.9% | -60.7% | -48.3% |
| 3Y | -15.7% | +205.0% | -220.6% | -55.5% |
| 5Y | -26.0% | +109.4% | -135.4% | -54.5% |
| All | -26.0% | +106.8% | -132.8% | -54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling