+514.0%
NOW vs EME
+905.2%
-391.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.5% | +2.1% | +1.7% |
| 7D | +0.3% | +8.4% | -8.1% | -1.7% |
| 30D | -27.0% | -11.5% | -15.5% | -25.1% |
| 3M | -19.6% | -20.6% | +1.0% | -15.9% |
| 6M | +17.5% | -28.5% | +46.0% | +24.7% |
| YTD | -33.3% | +8.0% | -41.3% | -39.3% |
| 1Y | -39.8% | +6.8% | -46.6% | -45.2% |
| 3Y | -19.9% | +213.9% | -233.8% | -54.0% |
| 5Y | -26.1% | +414.8% | -440.9% | -65.2% |
| All | +514.0% | +905.2% | -391.2% | +115.8% |
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