+499.2%
NOW vs EW
+236.3%
+262.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.7% | -0.9% |
| 7D | -3.0% | +11.0% | -14.0% | -7.3% |
| 30D | -26.0% | +19.1% | -45.1% | -31.7% |
| 3M | -13.1% | +14.4% | -27.5% | -18.6% |
| 6M | +14.5% | +22.8% | -8.3% | +4.0% |
| YTD | -33.4% | +19.8% | -53.2% | -39.1% |
| 1Y | -40.6% | +23.9% | -64.5% | -46.5% |
| 3Y | -16.3% | +52.2% | -68.5% | -38.4% |
| 5Y | -26.3% | -13.9% | -12.4% | -26.8% |
| All | +499.2% | +236.3% | +262.9% | +221.3% |
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