+1,980.5%
NOW vs CP
+628.1%
+1,352.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.7% | -5.2% | -5.6% |
| 7D | -6.7% | +6.1% | -12.8% | -9.2% |
| 30D | -25.8% | +9.8% | -35.6% | -28.8% |
| 3M | -12.7% | +2.7% | -15.4% | -13.7% |
| 6M | +11.2% | +12.8% | -1.5% | +4.8% |
| YTD | -33.2% | +28.2% | -61.3% | -41.9% |
| 1Y | -41.8% | +34.1% | -76.0% | -50.5% |
| 3Y | -15.7% | +28.9% | -44.5% | -28.4% |
| 5Y | -26.0% | +27.1% | -53.1% | -37.1% |
| 10Y | +515.1% | +264.8% | +250.3% | +214.9% |
| All | +1,980.5% | +628.1% | +1,352.3% | +739.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling