+2,771.1%
NOW vs EFX
+344.3%
+2,426.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -6.4% | +3.4% | +0.7% |
| 7D | -2.4% | -8.6% | +6.3% | +2.7% |
| 30D | +20.5% | +0.1% | +20.4% | +20.6% |
| 3M | +18.3% | +3.8% | +14.5% | +16.0% |
| 6M | +24.1% | -13.5% | +37.6% | +34.7% |
| YTD | -7.8% | -17.7% | +9.9% | +1.8% |
| 1Y | -21.4% | -25.6% | +4.2% | -8.9% |
| 3Y | +19.5% | -12.1% | +31.6% | +19.0% |
| 5Y | +4.1% | -33.8% | +37.9% | +20.7% |
| 10Y | +826.4% | +45.1% | +781.3% | +544.1% |
| All | +2,771.1% | +344.3% | +2,426.8% | +1,059.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling