+499.2%
NOW vs CP
+253.8%
+245.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.4% |
| 7D | -3.0% | +2.8% | -5.8% | -4.3% |
| 30D | -26.0% | +10.2% | -36.3% | -29.4% |
| 3M | -13.1% | +2.4% | -15.5% | -14.1% |
| 6M | +14.5% | +7.7% | +6.8% | +9.9% |
| YTD | -33.4% | +26.0% | -59.4% | -42.3% |
| 1Y | -40.6% | +34.6% | -75.3% | -50.4% |
| 3Y | -16.3% | +26.7% | -43.0% | -29.7% |
| 5Y | -26.3% | +24.9% | -51.2% | -38.2% |
| All | +499.2% | +253.8% | +245.4% | +189.7% |
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