+10.7%
NOW vs EQT
+34.6%
-23.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.1% | -4.9% | -5.0% |
| 7D | -6.1% | -0.8% | -5.2% | -6.0% |
| 30D | +7.5% | +6.6% | +0.8% | +6.5% |
| 3M | +17.5% | +4.4% | +13.2% | +16.7% |
| 6M | +7.9% | -10.5% | +18.4% | +9.5% |
| YTD | -12.4% | +3.7% | -16.1% | -13.5% |
| 1Y | -28.6% | +9.9% | -38.4% | -30.4% |
| All | +10.7% | +34.6% | -23.8% | +7.4% |
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 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