+2,771.1%
NOW vs CNC
+749.7%
+2,021.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.5% | -2.7% |
| 7D | -2.4% | +3.5% | -5.9% | -3.1% |
| 30D | +20.5% | +0.1% | +20.4% | +20.4% |
| 3M | +18.3% | +6.9% | +11.4% | +16.3% |
| 6M | +24.1% | +49.0% | -24.9% | +12.5% |
| YTD | -7.8% | +62.9% | -70.7% | -18.4% |
| 1Y | -21.4% | +134.0% | -155.4% | -36.8% |
| 3Y | +19.5% | +9.4% | +10.1% | +8.6% |
| 5Y | +4.1% | +4.1% | -0.1% | -5.7% |
| 10Y | +826.4% | +95.4% | +731.0% | +573.4% |
| All | +2,771.1% | +749.7% | +2,021.5% | +1,770.0% |
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 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