-38.7%
NOW vs EFX
-7.5%
-31.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -1.7% |
| 7D | -27.5% | +9.2% | -36.7% | -31.6% |
| 30D | -20.0% | +34.8% | -54.8% | -34.6% |
| 3M | -7.9% | +8.8% | -16.7% | -13.0% |
| 6M | +18.3% | +12.3% | +6.0% | +8.9% |
| YTD | -29.0% | -10.6% | -18.4% | -29.4% |
| 1Y | -38.7% | -6.7% | -32.0% | -39.5% |
| All | -38.7% | -7.5% | -31.2% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 1y: compounded portfolio wealth divided by compounded EFX 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…
1y analysis · Full analysis span regression · 6 months rolling