+1,972.6%
NOW vs EFX
+375.8%
+1,596.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.2% | +1.8% | +0.8% |
| 7D | -3.0% | +2.7% | -5.7% | -4.6% |
| 30D | -26.0% | +33.1% | -59.2% | -37.9% |
| 3M | -13.1% | +8.2% | -21.3% | -17.9% |
| 6M | +14.5% | +10.2% | +4.4% | +7.4% |
| YTD | -33.4% | -11.8% | -21.6% | -30.3% |
| 1Y | -40.6% | -6.1% | -34.5% | -40.0% |
| 3Y | -16.3% | +7.5% | -23.8% | -26.8% |
| 5Y | -26.3% | -30.7% | +4.4% | -17.8% |
| 10Y | +512.7% | +68.7% | +444.0% | +281.0% |
| All | +1,972.6% | +375.8% | +1,596.8% | +694.6% |
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