+2,771.1%
NOW vs DOC
+9.2%
+2,761.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.8% | -1.2% | -2.5% |
| 7D | -2.4% | -1.5% | -0.9% | -2.0% |
| 30D | +20.5% | -4.8% | +25.3% | +22.0% |
| 3M | +18.3% | +6.9% | +11.5% | +16.1% |
| 6M | +24.1% | +20.7% | +3.3% | +16.5% |
| YTD | -7.8% | +34.1% | -41.9% | -16.2% |
| 1Y | -21.4% | +22.6% | -44.0% | -26.8% |
| 3Y | +19.5% | +20.8% | -1.3% | +9.6% |
| 5Y | +4.1% | -24.9% | +28.9% | +9.9% |
| 10Y | +826.4% | -1.8% | +828.2% | +769.5% |
| All | +2,771.1% | +9.2% | +2,761.9% | +2,530.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling