+506.3%
NOW vs CP
+255.2%
+251.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.9% |
| 7D | -8.7% | +2.8% | -11.6% | -10.0% |
| 30D | -29.3% | +11.0% | -40.3% | -32.7% |
| 3M | -21.8% | +3.8% | -25.7% | -23.3% |
| 6M | +9.2% | +9.5% | -0.2% | +4.0% |
| YTD | -35.0% | +28.2% | -63.2% | -44.2% |
| 1Y | -42.5% | +33.0% | -75.5% | -51.6% |
| 3Y | -21.5% | +35.5% | -57.1% | -36.5% |
| 5Y | -25.8% | +25.8% | -51.6% | -37.9% |
| 10Y | +506.3% | +250.7% | +255.6% | +185.0% |
| All | +506.3% | +255.2% | +251.1% | +185.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 10y: compounded portfolio wealth divided by compounded CP 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…
10y analysis · Full analysis span regression · 6 months rolling