-19.9%
NOW vs EQT
+39.3%
-59.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.4% |
| 7D | +0.3% | +6.9% | -6.6% | -0.8% |
| 30D | -27.0% | +0.4% | -27.4% | -26.8% |
| 3M | -19.6% | -2.0% | -17.6% | -19.3% |
| 6M | +17.5% | -5.0% | +22.4% | +18.5% |
| YTD | -33.3% | -0.3% | -33.0% | -33.6% |
| 1Y | -39.8% | -11.3% | -28.5% | -39.0% |
| 3Y | -19.9% | +38.3% | -58.2% | -22.1% |
| All | -19.9% | +39.3% | -59.2% | -22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling