+2,771.1%
NOW vs CB
+510.2%
+2,260.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -2.2% |
| 7D | -2.4% | +0.5% | -2.9% | -2.5% |
| 30D | +20.5% | -3.1% | +23.6% | +21.9% |
| 3M | +18.3% | +9.0% | +9.4% | +14.6% |
| 6M | +24.1% | +2.9% | +21.2% | +22.4% |
| YTD | -7.8% | +10.1% | -17.9% | -11.7% |
| 1Y | -21.4% | +22.8% | -44.2% | -28.2% |
| 3Y | +19.5% | +73.8% | -54.3% | -7.6% |
| 5Y | +4.1% | +99.2% | -95.1% | -25.0% |
| 10Y | +826.4% | +218.2% | +608.2% | +372.4% |
| All | +2,771.1% | +510.2% | +2,260.9% | +822.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling