-41.8%
NOW vs COMP
+11.9%
-53.7%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -8.2% | +2.2% | -4.9% |
| 7D | -6.7% | -1.8% | -4.9% | -6.4% |
| 30D | -25.8% | -0.8% | -25.1% | -25.8% |
| 3M | -12.7% | -28.1% | +15.5% | -9.6% |
| 6M | +11.2% | +27.0% | -15.7% | +8.3% |
| YTD | -33.2% | -12.8% | -20.4% | -31.2% |
| 1Y | -41.8% | +4.9% | -46.7% | -42.0% |
| All | -41.8% | +11.9% | -53.7% | -42.0% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP 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 1y: compounded portfolio wealth divided by compounded COMP 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…
1y analysis · Full analysis span regression · 6 months rolling