+790.9%
NOW vs EME
+1,266.0%
-475.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.4% | +0.1% | -1.7% |
| 7D | -4.1% | +2.7% | -6.8% | -4.8% |
| 30D | +2.9% | -6.8% | +9.7% | +4.4% |
| 3M | +22.6% | -8.8% | +31.4% | +23.2% |
| 6M | +7.5% | +5.0% | +2.5% | +2.1% |
| YTD | -14.4% | +23.5% | -37.9% | -24.2% |
| 1Y | -29.8% | +21.3% | -51.1% | -38.7% |
| 3Y | +9.2% | +241.1% | -231.8% | -37.9% |
| 5Y | +0.8% | +549.2% | -548.3% | -55.5% |
| 10Y | +790.9% | +1,306.4% | -515.5% | +148.8% |
| All | +790.9% | +1,266.0% | -475.0% | +148.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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