+790.0%
NOW vs CHD
+124.1%
+665.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.0% | -3.0% | -4.5% |
| 7D | -6.1% | -2.9% | -3.2% | -5.4% |
| 30D | +7.5% | -6.2% | +13.7% | +9.0% |
| 3M | +17.5% | +1.6% | +16.0% | +17.2% |
| 6M | +7.9% | -3.5% | +11.5% | +8.6% |
| YTD | -12.4% | +16.2% | -28.6% | -16.2% |
| 1Y | -28.6% | +3.4% | -32.0% | -29.7% |
| 3Y | +11.8% | +4.6% | +7.2% | +7.3% |
| 5Y | +2.6% | +21.1% | -18.5% | -9.0% |
| 10Y | +790.0% | +126.5% | +663.4% | +559.9% |
| All | +790.0% | +124.1% | +665.8% | +559.9% |
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