+1,924.6%
NOW vs DIA
+446.4%
+1,478.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DIA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.8% | -2.7% |
| 7D | -8.7% | +0.9% | -9.7% | -9.8% |
| 30D | -29.3% | +1.1% | -30.4% | -30.1% |
| 3M | -21.8% | -2.9% | -19.0% | -19.0% |
| 6M | +9.2% | +5.9% | +3.4% | +2.2% |
| YTD | -35.0% | +9.8% | -44.8% | -42.1% |
| 1Y | -42.5% | +11.7% | -54.2% | -50.0% |
| 3Y | -21.5% | +59.5% | -81.1% | -54.8% |
| 5Y | -25.8% | +57.5% | -83.3% | -55.2% |
| 10Y | +506.3% | +235.9% | +270.4% | +39.4% |
| All | +1,924.6% | +446.4% | +1,478.1% | +170.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling