-41.8%
NOW vs DOW
+55.2%
-96.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.9% | -3.9% | -2.2% |
| 7D | -1.7% | +3.7% | -5.3% | -1.9% |
| 30D | -27.4% | +16.3% | -43.7% | -27.8% |
| 3M | -19.4% | +9.7% | -29.1% | -19.8% |
| 6M | +13.1% | -14.1% | +27.2% | +14.2% |
| YTD | -34.3% | +46.6% | -80.9% | -36.2% |
| 1Y | -41.8% | +56.8% | -98.6% | -43.4% |
| All | -41.8% | +55.2% | -96.9% | -43.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling