-25.7%
NOW vs CNC
-7.3%
-18.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +0.9% |
| 7D | -3.1% | +3.0% | -6.1% | -3.4% |
| 30D | -27.0% | +4.9% | -31.9% | -27.5% |
| 3M | -17.7% | +4.2% | -21.9% | -18.2% |
| 6M | +12.7% | +22.5% | -9.8% | +10.4% |
| YTD | -32.9% | +66.6% | -99.5% | -36.4% |
| 1Y | -40.4% | +82.5% | -122.9% | -44.0% |
| 3Y | -17.1% | -4.1% | -13.0% | -16.1% |
| 5Y | -25.7% | -8.3% | -17.3% | -25.0% |
| All | -25.7% | -7.3% | -18.3% | -25.0% |
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