+2,771.1%
NOW vs EFA
+229.6%
+2,541.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.1% |
| 7D | -2.4% | +0.6% | -3.0% | -2.9% |
| 30D | +20.5% | +0.9% | +19.7% | +19.5% |
| 3M | +18.3% | +4.9% | +13.5% | +12.0% |
| 6M | +24.1% | +8.6% | +15.5% | +11.8% |
| YTD | -7.8% | +14.6% | -22.4% | -22.1% |
| 1Y | -21.4% | +22.6% | -44.0% | -38.4% |
| 3Y | +19.5% | +66.5% | -47.0% | -33.4% |
| 5Y | +4.1% | +54.5% | -50.5% | -35.9% |
| 10Y | +826.4% | +144.8% | +681.6% | +253.8% |
| All | +2,771.1% | +229.6% | +2,541.5% | +901.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling