+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 all.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.6% |
| 7D | -2.4% | +0.4% | -2.8% | -2.5% |
| 30D | +20.5% | -3.6% | +24.1% | +21.5% |
| 3M | +18.3% | -1.0% | +19.3% | +18.4% |
| 6M | +24.1% | +6.3% | +17.8% | +21.5% |
| YTD | -7.8% | +14.7% | -22.5% | -11.6% |
| 1Y | -21.4% | +16.9% | -38.3% | -25.3% |
| 3Y | +19.5% | +56.8% | -37.3% | +1.6% |
| 5Y | +4.1% | +5.2% | -1.1% | +0.4% |
| 10Y | +826.4% | +35.9% | +790.6% | +719.1% |
| All | +2,771.1% | +119.1% | +2,652.0% | +1,880.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling