+514.0%
NOW vs CHD
+196.1%
+317.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.3% |
| 7D | +0.3% | +3.6% | -3.4% | -0.5% |
| 30D | -27.0% | +10.4% | -37.4% | -28.7% |
| 3M | -19.6% | +12.2% | -31.8% | -21.9% |
| 6M | +17.5% | +19.9% | -2.5% | +12.6% |
| YTD | -33.3% | +36.4% | -69.7% | -38.5% |
| 1Y | -39.8% | +35.1% | -75.0% | -44.5% |
| 3Y | -19.9% | +29.2% | -49.1% | -27.1% |
| 5Y | -26.1% | +33.4% | -59.4% | -35.3% |
| All | +514.0% | +196.1% | +317.9% | +317.9% |
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