-25.1%
NOW vs DOW
-28.2%
+3.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.9% | +1.7% |
| 7D | +0.3% | +5.2% | -4.9% | -1.0% |
| 30D | -27.0% | +13.2% | -40.1% | -29.2% |
| 3M | -19.6% | +10.1% | -29.7% | -21.7% |
| 6M | +17.5% | -13.1% | +30.5% | +21.3% |
| YTD | -33.3% | +46.1% | -79.4% | -42.0% |
| 1Y | -39.8% | +50.0% | -89.9% | -48.3% |
| 3Y | -19.9% | -20.2% | +0.3% | -16.9% |
| All | -25.1% | -28.2% | +3.1% | -16.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling