+504.6%
NOW vs CAPR
-64.9%
+569.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.4% | -8.7% | +0.6% |
| 7D | -3.1% | +36.0% | -39.1% | -3.6% |
| 30D | -27.0% | +25.8% | -52.8% | -27.4% |
| 3M | -17.7% | +140.8% | -158.5% | -19.3% |
| 6M | +12.7% | -67.6% | +80.3% | +13.3% |
| YTD | -32.9% | -65.9% | +32.9% | -32.7% |
| 1Y | -40.4% | +66.1% | -106.5% | -44.5% |
| 3Y | -17.1% | +256.9% | -274.0% | -27.6% |
| 5Y | -25.7% | +172.1% | -197.8% | -35.7% |
| 10Y | +504.6% | -64.7% | +569.3% | +381.2% |
| All | +504.6% | -64.9% | +569.6% | +381.2% |
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