-41.8%
NOW vs DOC
+21.7%
-63.5%
-52.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.2% | -5.7% | -5.9% |
| 7D | -6.7% | +6.2% | -12.9% | -6.3% |
| 30D | -25.8% | +6.5% | -32.3% | -25.4% |
| 3M | -12.7% | -6.2% | -6.4% | -12.6% |
| 6M | +11.2% | +25.6% | -14.3% | +14.1% |
| YTD | -33.2% | +32.1% | -65.3% | -31.0% |
| 1Y | -41.8% | +20.3% | -62.1% | -40.3% |
| All | -41.8% | +21.7% | -63.5% | -40.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 1y: compounded portfolio wealth divided by compounded DOC 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…
1y analysis · Full analysis span regression · 6 months rolling