+2,771.1%
NOW vs EQT
+105.2%
+2,665.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.2% | -2.9% |
| 7D | -2.4% | +1.1% | -3.5% | -2.5% |
| 30D | +20.5% | +7.7% | +12.8% | +19.4% |
| 3M | +18.3% | +0.2% | +18.2% | +18.1% |
| 6M | +24.1% | -9.5% | +33.5% | +25.2% |
| YTD | -7.8% | +3.8% | -11.6% | -8.6% |
| 1Y | -21.4% | +7.8% | -29.2% | -22.6% |
| 3Y | +19.5% | +30.1% | -10.6% | +13.8% |
| 5Y | +4.1% | +188.6% | -184.5% | -10.8% |
| 10Y | +826.4% | +54.6% | +771.8% | +753.7% |
| All | +2,771.1% | +105.2% | +2,665.9% | +2,302.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling