+790.9%
NOW vs EFA
+141.5%
+649.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -1.2% |
| 7D | -4.1% | -0.5% | -3.6% | -3.6% |
| 30D | +2.9% | -1.3% | +4.2% | +4.3% |
| 3M | +22.6% | +5.2% | +17.4% | +15.5% |
| 6M | +7.5% | +9.4% | -1.8% | -3.7% |
| YTD | -14.4% | +12.7% | -27.1% | -26.6% |
| 1Y | -29.8% | +19.3% | -49.1% | -43.6% |
| 3Y | +9.2% | +66.3% | -57.1% | -40.2% |
| 5Y | +0.8% | +53.4% | -52.5% | -38.6% |
| 10Y | +790.9% | +144.4% | +646.5% | +209.0% |
| All | +790.9% | +141.5% | +649.5% | +209.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EFA.
Daily Out/Under-Performance
Portfolio return minus EFA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFA 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 EFA 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