+521.8%
NOW vs ED
+141.1%
+380.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.1% | +3.2% | +3.2% |
| 7D | -5.6% | -0.9% | -4.6% | -5.5% |
| 30D | -26.8% | +11.2% | -38.0% | -27.5% |
| 3M | -19.4% | +11.8% | -31.2% | -20.3% |
| 6M | +12.3% | +14.1% | -1.8% | +10.7% |
| YTD | -32.9% | +23.0% | -55.9% | -34.7% |
| 1Y | -40.3% | +23.7% | -64.0% | -42.0% |
| 3Y | -19.1% | +47.7% | -66.8% | -25.6% |
| 5Y | -24.4% | +82.6% | -107.0% | -34.4% |
| 10Y | +521.8% | +141.8% | +380.0% | +446.2% |
| All | +521.8% | +141.1% | +380.7% | +446.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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