+790.9%
NOW vs EFV
+162.1%
+628.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.6% |
| 7D | -4.1% | -0.5% | -3.6% | -3.6% |
| 30D | +2.9% | 0.0% | +2.9% | +2.9% |
| 3M | +22.6% | +8.4% | +14.1% | +14.5% |
| 6M | +7.5% | +12.3% | -4.8% | -3.0% |
| YTD | -14.4% | +17.4% | -31.8% | -26.3% |
| 1Y | -29.8% | +27.1% | -56.9% | -43.7% |
| 3Y | +9.2% | +90.7% | -81.5% | -39.2% |
| 5Y | +0.8% | +95.6% | -94.8% | -44.9% |
| 10Y | +790.9% | +165.3% | +625.6% | +255.9% |
| All | +790.9% | +162.1% | +628.8% | +255.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EFV.
Daily Out/Under-Performance
Portfolio return minus EFV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFV 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 EFV 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