+506.3%
NOW vs DE
+783.8%
-277.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.5% | -2.9% |
| 7D | -8.7% | +3.3% | -12.0% | -9.6% |
| 30D | -29.3% | +10.7% | -40.0% | -31.7% |
| 3M | -21.8% | +13.1% | -35.0% | -25.3% |
| 6M | +9.2% | +20.2% | -11.0% | +1.4% |
| YTD | -35.0% | +48.9% | -83.8% | -45.5% |
| 1Y | -42.5% | +46.6% | -89.1% | -51.6% |
| 3Y | -21.5% | +91.4% | -112.9% | -41.4% |
| 5Y | -25.8% | +108.1% | -133.9% | -47.8% |
| 10Y | +506.3% | +782.7% | -276.3% | +143.3% |
| All | +506.3% | +783.8% | -277.4% | +143.3% |
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