+2.6%
NOW vs CNC
+1.4%
+1.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.7% | -1.3% | -4.6% |
| 7D | -6.1% | -1.0% | -5.1% | -6.0% |
| 30D | +7.5% | -1.8% | +9.3% | +7.6% |
| 3M | +17.5% | -0.7% | +18.2% | +17.5% |
| 6M | +7.9% | +47.9% | -40.0% | +4.2% |
| YTD | -12.4% | +56.9% | -69.3% | -16.1% |
| 1Y | -28.6% | +123.9% | -152.5% | -34.4% |
| 3Y | +11.8% | -1.3% | +13.1% | +11.0% |
| 5Y | +2.6% | +2.8% | -0.1% | +7.5% |
| All | +2.6% | +1.4% | +1.2% | +7.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling