+1,988.6%
NOW vs DE
+1,025.1%
+963.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.1% | -0.1% |
| 7D | -3.1% | +3.5% | -6.6% | -4.1% |
| 30D | -27.0% | +11.3% | -38.4% | -29.8% |
| 3M | -17.7% | +11.6% | -29.3% | -21.3% |
| 6M | +12.7% | +20.9% | -8.2% | +3.9% |
| YTD | -32.9% | +49.7% | -82.6% | -44.3% |
| 1Y | -40.4% | +49.5% | -89.8% | -50.6% |
| 3Y | -17.1% | +94.7% | -111.8% | -39.2% |
| 5Y | -25.7% | +107.4% | -133.0% | -48.3% |
| 10Y | +504.6% | +793.2% | -288.6% | +106.5% |
| All | +1,988.6% | +1,025.1% | +963.5% | +505.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling