-41.8%
NOW vs EFX
-10.6%
-31.2%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.9% | -1.2% | -1.6% |
| 7D | -1.7% | -3.6% | +2.0% | +0.4% |
| 30D | -27.4% | +25.3% | -52.7% | -37.9% |
| 3M | -19.4% | +3.8% | -23.2% | -21.8% |
| 6M | +13.1% | +12.7% | +0.4% | +4.3% |
| YTD | -34.3% | -13.1% | -21.2% | -33.6% |
| 1Y | -41.8% | -9.3% | -32.4% | -41.7% |
| All | -41.8% | -10.6% | -31.2% | -41.7% |
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