+808.8%
NOW vs CAPR
-75.6%
+884.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.3% | -4.3% | -3.0% |
| 7D | -2.4% | -2.0% | -0.4% | -2.4% |
| 30D | +20.5% | +139.2% | -118.7% | +18.4% |
| 3M | +18.3% | -66.4% | +84.7% | +19.1% |
| 6M | +24.1% | -63.1% | +87.2% | +24.5% |
| YTD | -7.8% | -67.4% | +59.6% | -7.3% |
| 1Y | -21.4% | +58.2% | -79.6% | -26.9% |
| 3Y | +19.5% | +42.2% | -22.7% | +7.2% |
| 5Y | +4.1% | +87.3% | -83.2% | -9.0% |
| All | +808.8% | -75.6% | +884.4% | +628.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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