+514.0%
NOW vs CNC
+177.3%
+336.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.4% | +0.2% | +1.3% |
| 7D | +0.3% | +2.2% | -1.9% | -0.2% |
| 30D | -27.0% | +1.6% | -28.5% | -27.5% |
| 3M | -19.6% | +7.9% | -27.6% | -21.3% |
| 6M | +17.5% | +21.2% | -3.7% | +12.3% |
| YTD | -33.3% | +73.2% | -106.4% | -41.6% |
| 1Y | -39.8% | +97.5% | -137.3% | -48.9% |
| 3Y | -19.9% | -1.2% | -18.7% | -23.9% |
| 5Y | -26.1% | -6.1% | -20.0% | -29.8% |
| All | +514.0% | +177.3% | +336.7% | +289.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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