-21.4%
NOW vs CVS
+35.9%
-57.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.5% | -3.1% |
| 7D | -2.4% | +4.0% | -6.3% | -1.2% |
| 30D | +20.5% | -2.4% | +22.9% | +19.9% |
| 3M | +18.3% | +2.7% | +15.7% | +20.2% |
| 6M | +24.1% | +21.9% | +2.2% | +34.5% |
| YTD | -7.8% | +24.7% | -32.5% | +1.8% |
| 1Y | -21.4% | +35.4% | -56.8% | -10.2% |
| All | -21.4% | +35.9% | -57.3% | -10.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVS.
Daily Out/Under-Performance
Portfolio return minus CVS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVS 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 CVS 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