+521.8%
NOW vs CB
+248.4%
+273.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.3% | +2.8% | +3.1% |
| 7D | -5.6% | -1.0% | -4.5% | -5.3% |
| 30D | -26.8% | +7.3% | -34.1% | -28.5% |
| 3M | -19.4% | +7.0% | -26.5% | -21.3% |
| 6M | +12.3% | +16.3% | -4.0% | +7.0% |
| YTD | -32.9% | +19.7% | -52.7% | -37.0% |
| 1Y | -40.3% | +27.8% | -68.1% | -45.1% |
| 3Y | -19.1% | +72.0% | -91.1% | -33.7% |
| 5Y | -24.4% | +104.9% | -129.2% | -42.1% |
| 10Y | +521.8% | +246.7% | +275.1% | +313.9% |
| All | +521.8% | +248.4% | +273.4% | +313.9% |
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