+499.2%
NOW vs CB
+248.0%
+251.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.1% |
| 7D | -3.0% | +0.2% | -3.2% | -3.1% |
| 30D | -26.0% | +9.1% | -35.1% | -28.2% |
| 3M | -13.1% | +3.4% | -16.5% | -14.3% |
| 6M | +14.5% | +14.1% | +0.4% | +9.7% |
| YTD | -33.4% | +18.0% | -51.5% | -37.2% |
| 1Y | -40.6% | +30.1% | -70.8% | -45.8% |
| 3Y | -16.3% | +71.8% | -88.1% | -31.4% |
| 5Y | -26.3% | +101.8% | -128.2% | -43.4% |
| All | +499.2% | +248.0% | +251.2% | +313.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 CB 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