+521.8%
NOW vs CHD
+196.6%
+325.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.2% | +2.9% | +3.1% |
| 7D | -5.6% | 0.0% | -5.6% | -5.6% |
| 30D | -26.8% | +12.2% | -38.9% | -28.8% |
| 3M | -19.4% | +9.3% | -28.8% | -21.2% |
| 6M | +12.3% | +24.3% | -11.9% | +6.8% |
| YTD | -32.9% | +34.9% | -67.8% | -38.0% |
| 1Y | -40.3% | +32.7% | -73.0% | -44.7% |
| 3Y | -19.1% | +29.4% | -48.5% | -26.5% |
| 5Y | -24.4% | +31.7% | -56.1% | -33.6% |
| 10Y | +521.8% | +191.7% | +330.1% | +320.3% |
| All | +521.8% | +196.6% | +325.2% | +320.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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