+808.8%
NOW vs CF
+569.3%
+239.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -3.2% | +0.3% | -2.4% |
| 7D | -2.4% | +6.0% | -8.4% | -3.5% |
| 30D | +20.5% | +14.8% | +5.7% | +17.3% |
| 3M | +18.3% | +14.1% | +4.3% | +15.0% |
| 6M | +24.1% | +28.5% | -4.5% | +16.1% |
| YTD | -7.8% | +74.9% | -82.7% | -19.3% |
| 1Y | -21.4% | +61.7% | -83.1% | -30.2% |
| 3Y | +19.5% | +80.3% | -60.8% | +1.9% |
| 5Y | +4.1% | +226.0% | -221.9% | -25.4% |
| All | +808.8% | +569.3% | +239.4% | +452.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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