+780.0%
NOW vs EQT
+52.9%
+727.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | -9.9% | -1.2% | -8.7% | -9.8% |
| 30D | +2.8% | +1.1% | +1.8% | +2.7% |
| 3M | +23.7% | +4.8% | +18.9% | +22.9% |
| 6M | +12.5% | -10.6% | +23.1% | +13.5% |
| YTD | -14.4% | +3.4% | -17.8% | -15.0% |
| 1Y | -29.0% | +8.7% | -37.7% | -30.0% |
| 3Y | +9.3% | +35.0% | -25.7% | +4.7% |
| 5Y | +1.2% | +204.2% | -203.0% | -9.7% |
| All | +780.0% | +52.9% | +727.1% | +726.4% |
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