-42.5%
NOW vs EFX
-8.7%
-33.8%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.1% | -3.0% | -3.0% |
| 7D | -8.7% | +0.3% | -9.0% | -9.0% |
| 30D | -29.3% | +29.1% | -58.4% | -40.7% |
| 3M | -21.8% | +4.3% | -26.1% | -24.3% |
| 6M | +9.2% | +7.7% | +1.5% | +2.6% |
| YTD | -35.0% | -12.5% | -22.5% | -34.7% |
| 1Y | -42.5% | -8.8% | -33.7% | -42.5% |
| All | -42.5% | -8.7% | -33.8% | -42.5% |
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