-38.7%
NOW vs EW
+19.7%
-58.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.4% | -4.7% | -1.6% |
| 7D | -27.5% | +8.3% | -35.8% | -29.4% |
| 30D | -20.0% | +13.9% | -34.0% | -23.8% |
| 3M | -7.9% | +10.9% | -18.8% | -11.4% |
| 6M | +18.3% | +19.2% | -0.9% | +11.3% |
| YTD | -29.0% | +16.6% | -45.5% | -32.7% |
| 1Y | -38.7% | +18.1% | -56.8% | -42.2% |
| All | -38.7% | +19.7% | -58.4% | -42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EW.
Daily Out/Under-Performance
Portfolio return minus EW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EW 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 EW 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