+2,771.1%
NOW vs DRI
+658.7%
+2,112.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.5% | -2.4% | -2.8% |
| 7D | -2.4% | +0.6% | -3.0% | -2.6% |
| 30D | +20.5% | +3.8% | +16.7% | +18.9% |
| 3M | +18.3% | +13.0% | +5.3% | +13.5% |
| 6M | +24.1% | +8.3% | +15.8% | +20.0% |
| YTD | -7.8% | +20.6% | -28.4% | -14.2% |
| 1Y | -21.4% | +6.5% | -27.9% | -24.3% |
| 3Y | +19.5% | +53.7% | -34.2% | +1.0% |
| 5Y | +4.1% | +72.7% | -68.6% | -15.4% |
| 10Y | +826.4% | +363.2% | +463.3% | +396.8% |
| All | +2,771.1% | +658.7% | +2,112.5% | +1,186.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling