+506.3%
NOW vs CHD
+180.1%
+326.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.2% |
| 7D | -8.7% | +2.4% | -11.1% | -9.2% |
| 30D | -29.3% | +13.9% | -43.2% | -31.5% |
| 3M | -21.8% | +8.5% | -30.4% | -23.4% |
| 6M | +9.2% | +20.4% | -11.1% | +4.5% |
| YTD | -35.0% | +34.5% | -69.5% | -39.9% |
| 1Y | -42.5% | +33.8% | -76.3% | -46.8% |
| 3Y | -21.5% | +29.1% | -50.7% | -28.7% |
| 5Y | -25.8% | +31.2% | -57.0% | -34.7% |
| 10Y | +506.3% | +193.1% | +313.2% | +307.0% |
| All | +506.3% | +180.1% | +326.2% | +307.0% |
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