+6.8%
NOW vs DIA
+64.7%
-57.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.4% | -2.2% |
| 7D | -2.4% | -0.2% | -2.2% | -2.1% |
| 30D | +20.5% | -1.5% | +22.0% | +23.2% |
| 3M | +18.3% | +3.8% | +14.6% | +12.0% |
| 6M | +24.1% | +10.3% | +13.8% | +7.1% |
| YTD | -7.8% | +12.1% | -19.9% | -22.6% |
| 1Y | -21.4% | +18.6% | -40.0% | -39.7% |
| 3Y | +19.5% | +60.6% | -41.1% | -43.7% |
| All | +6.8% | +64.7% | -57.8% | -50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DIA.
Daily Out/Under-Performance
Portfolio return minus DIA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DIA 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 5y: compounded portfolio wealth divided by compounded DIA 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…
5y analysis · Full analysis span regression · 6 months rolling