+108.5%
NOW vs DOW
-10.2%
+118.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.8% | +1.4% | +0.1% |
| 7D | -3.0% | -9.5% | +6.5% | -0.5% |
| 30D | -26.0% | +13.1% | -39.1% | -28.2% |
| 3M | -13.1% | +4.8% | -17.9% | -14.3% |
| 6M | +14.5% | -16.7% | +31.2% | +19.2% |
| YTD | -33.4% | +38.9% | -72.3% | -40.6% |
| 1Y | -40.6% | +48.3% | -88.9% | -48.2% |
| 3Y | -16.3% | -24.4% | +8.0% | -14.1% |
| 5Y | -26.3% | -29.2% | +2.9% | -23.0% |
| All | +108.5% | -10.2% | +118.6% | +77.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling