+149.5%
NOW vs CTVA
+216.1%
-66.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CTVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.2% | -2.8% | -4.3% |
| 7D | -6.1% | -2.1% | -4.0% | -5.5% |
| 30D | +7.5% | +12.0% | -4.6% | +3.7% |
| 3M | +17.5% | +13.5% | +4.1% | +12.2% |
| 6M | +7.9% | +12.1% | -4.2% | +2.7% |
| YTD | -12.4% | +29.0% | -41.4% | -20.7% |
| 1Y | -28.6% | +18.9% | -47.4% | -33.8% |
| 3Y | +11.8% | +78.9% | -67.0% | -12.2% |
| 5Y | +2.6% | +105.2% | -102.6% | -24.0% |
| All | +149.5% | +216.1% | -66.6% | +41.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CTVA.
Daily Out/Under-Performance
Portfolio return minus CTVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CTVA 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 CTVA 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