-28.1%
NOW vs CRS
+83.0%
-111.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.5% | -1.5% | -5.3% |
| 7D | -6.1% | -3.1% | -3.0% | -6.4% |
| 30D | +7.5% | -19.6% | +27.1% | +5.1% |
| 3M | +17.5% | -8.1% | +25.6% | +15.7% |
| 6M | +7.9% | +18.6% | -10.6% | +7.9% |
| YTD | -12.4% | +45.9% | -58.3% | -12.7% |
| All | -28.1% | +83.0% | -111.2% | -29.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CRS.
Daily Out/Under-Performance
Portfolio return minus CRS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRS 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 CRS 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