+521.8%
NOW vs EW
+242.2%
+279.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.7% | +1.4% | +2.4% |
| 7D | -5.6% | +6.5% | -12.0% | -8.1% |
| 30D | -26.8% | +22.5% | -49.2% | -33.2% |
| 3M | -19.4% | +13.0% | -32.4% | -24.1% |
| 6M | +12.3% | +37.1% | -24.8% | -2.7% |
| YTD | -32.9% | +24.1% | -57.0% | -39.6% |
| 1Y | -40.3% | +24.2% | -64.6% | -46.3% |
| 3Y | -19.1% | +64.8% | -83.8% | -42.7% |
| 5Y | -24.4% | -7.4% | -16.9% | -27.4% |
| 10Y | +521.8% | +248.8% | +273.0% | +224.5% |
| All | +521.8% | +242.2% | +279.6% | +224.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling