+1,980.5%
NOW vs CB
+565.9%
+1,414.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.7% | -5.2% | -5.7% |
| 7D | -6.7% | +2.6% | -9.2% | -7.6% |
| 30D | -25.8% | +11.2% | -37.0% | -29.0% |
| 3M | -12.7% | +5.7% | -18.4% | -14.8% |
| 6M | +11.2% | +15.9% | -4.7% | +4.7% |
| YTD | -33.2% | +20.2% | -53.3% | -38.3% |
| 1Y | -41.8% | +32.4% | -74.2% | -48.4% |
| 3Y | -15.7% | +75.5% | -91.1% | -34.9% |
| 5Y | -26.0% | +105.5% | -131.5% | -47.3% |
| 10Y | +515.1% | +258.5% | +256.6% | +195.0% |
| All | +1,980.5% | +565.9% | +1,414.6% | +544.3% |
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