+48.3%
NOW vs CBRS
-42.9%
+91.2%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.9% | -0.1% | -5.2% |
| 7D | -6.1% | +15.7% | -21.8% | -5.3% |
| 30D | +7.5% | -11.9% | +19.4% | +7.1% |
| 3M | +17.5% | -16.0% | +33.5% | +17.3% |
| All | +48.3% | -42.9% | +91.2% | +47.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRS.
Daily Out/Under-Performance
Portfolio return minus CBRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRS 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 CBRS 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 · Available span rolling