+514.0%
NOW vs EQT
+62.0%
+451.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.5% |
| 7D | +0.3% | +6.9% | -6.6% | -0.4% |
| 30D | -27.0% | +0.4% | -27.4% | -26.9% |
| 3M | -19.6% | -2.0% | -17.6% | -19.5% |
| 6M | +17.5% | -5.0% | +22.4% | +18.0% |
| YTD | -33.3% | -0.3% | -33.0% | -33.4% |
| 1Y | -39.8% | -11.3% | -28.5% | -39.3% |
| 3Y | -19.9% | +38.3% | -58.2% | -23.3% |
| 5Y | -26.1% | +166.4% | -192.4% | -33.0% |
| All | +514.0% | +62.0% | +451.9% | +461.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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