+174.4%
NOW vs DOW
-15.4%
+189.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.4% | -5.4% | -5.1% |
| 7D | -6.1% | -2.9% | -3.2% | -5.5% |
| 30D | +7.5% | +2.0% | +5.5% | +6.8% |
| 3M | +17.5% | -12.5% | +30.1% | +21.0% |
| 6M | +7.9% | -9.2% | +17.1% | +8.9% |
| YTD | -12.4% | +30.8% | -43.2% | -20.7% |
| 1Y | -28.6% | +29.4% | -58.0% | -35.6% |
| 3Y | +11.8% | -34.6% | +46.4% | +19.7% |
| 5Y | +2.6% | -35.9% | +38.6% | +9.9% |
| All | +174.4% | -15.4% | +189.8% | +137.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 10y: compounded portfolio wealth divided by compounded DOW 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…
10y analysis · Full analysis span regression · 6 months rolling