+1,980.5%
NOW vs ED
+231.4%
+1,749.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.9% | -6.9% | -6.0% |
| 7D | -6.7% | +5.2% | -11.8% | -7.0% |
| 30D | -25.8% | +15.5% | -41.3% | -26.7% |
| 3M | -12.7% | +13.0% | -25.7% | -13.5% |
| 6M | +11.2% | +13.1% | -1.9% | +10.1% |
| YTD | -33.2% | +25.3% | -58.5% | -34.7% |
| 1Y | -41.8% | +30.5% | -72.4% | -43.5% |
| 3Y | -15.7% | +49.3% | -65.0% | -21.1% |
| 5Y | -26.0% | +84.6% | -110.6% | -33.6% |
| 10Y | +515.1% | +135.4% | +379.6% | +445.1% |
| All | +1,980.5% | +231.4% | +1,749.1% | +1,649.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling