+2,771.1%
NOW vs D
+119.1%
+2,652.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.4% | -2.5% | -2.9% |
| 7D | -2.4% | +1.5% | -3.8% | -2.7% |
| 30D | +20.5% | -2.6% | +23.1% | +21.2% |
| 3M | +18.3% | 0.0% | +18.3% | +18.1% |
| 6M | +24.1% | +7.4% | +16.7% | +21.2% |
| YTD | -7.8% | +15.9% | -23.7% | -11.8% |
| 1Y | -21.4% | +18.1% | -39.5% | -25.4% |
| 3Y | +19.5% | +58.4% | -38.8% | +1.3% |
| 5Y | +4.1% | +5.2% | -1.1% | +0.5% |
| 10Y | +826.4% | +35.9% | +790.6% | +719.9% |
| All | +2,771.1% | +119.1% | +2,652.0% | +1,882.5% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling