+11.8%
NOW vs CNI
+21.3%
-9.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | 0.0% | -5.0% | -5.0% |
| 7D | -6.1% | +2.5% | -8.6% | -6.4% |
| 30D | +7.5% | -2.5% | +10.0% | +7.9% |
| 3M | +17.5% | +2.7% | +14.8% | +16.9% |
| 6M | +7.9% | +16.9% | -9.0% | +4.4% |
| YTD | -12.4% | +26.3% | -38.7% | -17.7% |
| 1Y | -28.6% | +31.1% | -59.7% | -34.0% |
| 3Y | +11.8% | +21.1% | -9.3% | +3.7% |
| All | +11.8% | +21.3% | -9.4% | +3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 3y: compounded portfolio wealth divided by compounded CNI 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…
3y analysis · Full analysis span regression · 6 months rolling