+1,988.6%
NOW vs CNC
+793.3%
+1,195.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.4% | +2.7% | +3.1% |
| 7D | -5.6% | -7.3% | +1.7% | -4.1% |
| 30D | -26.8% | +5.2% | -31.9% | -27.9% |
| 3M | -19.4% | +8.6% | -28.1% | -21.3% |
| 6M | +12.3% | +25.1% | -12.7% | +6.3% |
| YTD | -32.9% | +71.3% | -104.2% | -41.6% |
| 1Y | -40.3% | +99.3% | -139.6% | -49.8% |
| 3Y | -19.1% | -1.9% | -17.1% | -24.0% |
| 5Y | -24.4% | -6.4% | -18.0% | -29.1% |
| 10Y | +521.8% | +178.1% | +343.7% | +317.6% |
| All | +1,988.6% | +793.3% | +1,195.3% | +1,239.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling