+499.2%
NOW vs CRL
+386.8%
+112.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.8% | -8.2% | -3.7% |
| 7D | -3.0% | -6.1% | +3.1% | -0.7% |
| 30D | -26.0% | +12.4% | -38.4% | -30.3% |
| 3M | -13.1% | +27.1% | -40.2% | -23.0% |
| 6M | +14.5% | +85.7% | -71.2% | -16.0% |
| YTD | -33.4% | +69.2% | -102.6% | -49.4% |
| 1Y | -40.6% | +97.5% | -138.1% | -58.3% |
| 3Y | -16.3% | +86.1% | -102.4% | -46.4% |
| 5Y | -26.3% | -10.0% | -16.3% | -29.5% |
| All | +499.2% | +386.8% | +112.4% | +125.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CRL.
Daily Out/Under-Performance
Portfolio return minus CRL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRL 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 CRL 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