+790.9%
NOW vs DE
+852.3%
-61.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | -4.1% | -3.0% | -1.1% | -3.2% |
| 30D | +2.9% | +11.1% | -8.3% | -0.7% |
| 3M | +22.6% | +17.6% | +5.0% | +15.4% |
| 6M | +7.5% | +13.6% | -6.1% | +1.3% |
| YTD | -14.4% | +46.3% | -60.7% | -27.5% |
| 1Y | -29.8% | +44.2% | -74.0% | -40.4% |
| 3Y | +9.2% | +76.6% | -67.3% | -15.7% |
| 5Y | +0.8% | +98.2% | -97.4% | -27.8% |
| 10Y | +790.9% | +863.5% | -72.6% | +205.3% |
| All | +790.9% | +852.3% | -61.3% | +205.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 DE 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