+514.0%
NOW vs EFA
+147.0%
+367.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.4% |
| 7D | +0.3% | +2.2% | -2.0% | -1.9% |
| 30D | -27.0% | +1.4% | -28.3% | -28.1% |
| 3M | -19.6% | -4.2% | -15.5% | -16.5% |
| 6M | +17.5% | +1.9% | +15.5% | +13.7% |
| YTD | -33.3% | +10.2% | -43.4% | -41.7% |
| 1Y | -39.8% | +12.8% | -52.6% | -48.9% |
| 3Y | -19.9% | +65.2% | -85.1% | -56.1% |
| 5Y | -26.1% | +49.8% | -75.9% | -54.1% |
| All | +514.0% | +147.0% | +367.0% | +106.6% |
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