+1,980.5%
NOW vs CAPR
-82.8%
+2,063.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.6% | -2.3% | -5.9% |
| 7D | -6.7% | +29.7% | -36.4% | -7.1% |
| 30D | -25.8% | +11.0% | -36.8% | -26.0% |
| 3M | -12.7% | +118.8% | -131.5% | -14.4% |
| 6M | +11.2% | -73.9% | +85.2% | +12.3% |
| YTD | -33.2% | -70.2% | +37.0% | -32.8% |
| 1Y | -41.8% | +38.3% | -80.1% | -46.0% |
| 3Y | -15.7% | +199.7% | -215.3% | -26.1% |
| 5Y | -26.0% | +130.6% | -156.6% | -35.8% |
| 10Y | +515.1% | -68.5% | +583.6% | +398.6% |
| All | +1,980.5% | -82.8% | +2,063.3% | +1,460.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling