-29.0%
NOW vs EQT
+10.3%
-39.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | 0.0% |
| 7D | -9.9% | -1.2% | -8.7% | -9.9% |
| 30D | +2.8% | +1.1% | +1.8% | +2.8% |
| 3M | +23.7% | +4.8% | +18.9% | +24.0% |
| 6M | +12.5% | -10.6% | +23.1% | +12.8% |
| YTD | -14.4% | +3.4% | -17.8% | -15.3% |
| 1Y | -29.0% | +8.7% | -37.7% | -28.2% |
| All | -29.0% | +10.3% | -39.3% | -28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling