+499.2%
NOW vs DRI
+367.2%
+132.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.0% | +0.6% | -0.1% |
| 7D | -3.0% | +2.8% | -5.8% | -3.7% |
| 30D | -26.0% | +13.3% | -39.3% | -28.6% |
| 3M | -13.1% | +8.2% | -21.3% | -15.3% |
| 6M | +14.5% | +17.5% | -3.0% | +8.8% |
| YTD | -33.4% | +26.9% | -60.3% | -38.6% |
| 1Y | -40.6% | +31.6% | -72.2% | -46.0% |
| 3Y | -16.3% | +67.0% | -83.3% | -29.9% |
| 5Y | -26.3% | +72.9% | -99.2% | -39.3% |
| All | +499.2% | +367.2% | +132.0% | +317.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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