+514.0%
NOW vs DRI
+331.7%
+182.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.5% |
| 7D | +0.3% | +1.1% | -0.8% | 0.0% |
| 30D | -27.0% | +9.7% | -36.7% | -28.9% |
| 3M | -19.6% | +3.2% | -22.8% | -20.6% |
| 6M | +17.5% | +20.6% | -3.1% | +10.9% |
| YTD | -33.3% | +28.3% | -61.5% | -38.7% |
| 1Y | -39.8% | +34.5% | -74.4% | -45.6% |
| 3Y | -19.9% | +66.5% | -86.5% | -32.9% |
| 5Y | -26.1% | +79.6% | -105.7% | -39.6% |
| All | +514.0% | +331.7% | +182.2% | +321.3% |
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