+812.0%
NOW vs EFX
+41.4%
+770.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -3.1% | -1.9% | -3.3% |
| 7D | -6.1% | -7.8% | +1.7% | -1.8% |
| 30D | +7.5% | -5.7% | +13.2% | +11.1% |
| 3M | +17.5% | +2.5% | +15.0% | +16.3% |
| 6M | +7.9% | -16.7% | +24.6% | +19.0% |
| YTD | -12.4% | -20.2% | +7.8% | -2.1% |
| 1Y | -28.6% | -31.4% | +2.8% | -14.2% |
| 3Y | +11.8% | -10.5% | +22.3% | +10.4% |
| 5Y | +2.6% | -35.2% | +37.8% | +18.7% |
| All | +812.0% | +41.4% | +770.6% | +587.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling