+0.8%
NOW vs EQT
+194.7%
-193.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.2% |
| 7D | -4.1% | -2.0% | -2.1% | -3.8% |
| 30D | +2.9% | +1.0% | +1.9% | +2.7% |
| 3M | +22.6% | +4.0% | +18.6% | +21.5% |
| 6M | +7.5% | -11.7% | +19.2% | +9.5% |
| YTD | -14.4% | +2.8% | -17.2% | -15.4% |
| 1Y | -29.8% | +10.0% | -39.8% | -31.7% |
| 3Y | +9.2% | +34.1% | -24.9% | +1.4% |
| 5Y | +0.8% | +195.3% | -194.4% | -16.0% |
| All | +0.8% | +194.7% | -193.9% | -16.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling