+2,771.1%
NOW vs DE
+1,026.1%
+1,745.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.1% | -2.8% | -2.9% |
| 7D | -2.4% | +10.0% | -12.4% | -5.5% |
| 30D | +20.5% | +13.3% | +7.2% | +15.2% |
| 3M | +18.3% | +17.5% | +0.8% | +11.0% |
| 6M | +24.1% | +13.6% | +10.5% | +16.4% |
| YTD | -7.8% | +49.8% | -57.6% | -23.1% |
| 1Y | -21.4% | +47.9% | -69.3% | -34.3% |
| 3Y | +19.5% | +72.5% | -53.0% | -7.7% |
| 5Y | +4.1% | +90.2% | -86.2% | -24.9% |
| 10Y | +826.4% | +865.4% | -39.0% | +207.6% |
| All | +2,771.1% | +1,026.1% | +1,745.1% | +737.0% |
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