+501.5%
NOW vs D
+44.7%
+456.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.2% | -5.8% | -5.9% |
| 7D | -6.7% | +6.9% | -13.6% | -8.1% |
| 30D | -25.8% | +12.3% | -38.1% | -27.8% |
| 3M | -12.7% | +3.0% | -15.7% | -13.4% |
| 6M | +11.2% | +12.8% | -1.5% | +7.6% |
| YTD | -33.2% | +22.6% | -55.7% | -37.0% |
| 1Y | -41.8% | +21.7% | -63.5% | -45.2% |
| 3Y | -15.7% | +83.9% | -99.6% | -32.0% |
| 5Y | -26.0% | +14.0% | -40.0% | -29.8% |
| All | +501.5% | +44.7% | +456.8% | +444.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling