+501.5%
NOW vs CF
+557.2%
-55.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +6.2% | -12.1% | -7.0% |
| 7D | -6.7% | +0.4% | -7.1% | -6.9% |
| 30D | -25.8% | +2.2% | -28.0% | -26.2% |
| 3M | -12.7% | +2.1% | -14.8% | -13.5% |
| 6M | +11.2% | -6.5% | +17.8% | +11.5% |
| YTD | -33.2% | +55.6% | -88.7% | -40.5% |
| 1Y | -41.8% | +42.3% | -84.1% | -47.2% |
| 3Y | -15.7% | +55.7% | -71.4% | -26.3% |
| 5Y | -26.0% | +122.4% | -148.5% | -42.6% |
| All | +501.5% | +557.2% | -55.7% | +272.8% |
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