+808.8%
NOW vs EW
+133.1%
+675.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.0% |
| 7D | -2.4% | -0.3% | -2.0% | -2.3% |
| 30D | +20.5% | +1.0% | +19.5% | +19.9% |
| 3M | +18.3% | +2.8% | +15.5% | +16.8% |
| 6M | +24.1% | +5.5% | +18.6% | +21.2% |
| YTD | -7.8% | +5.5% | -13.2% | -10.2% |
| 1Y | -21.4% | +11.0% | -32.4% | -25.4% |
| 3Y | +19.5% | +17.7% | +1.8% | +0.8% |
| 5Y | +4.1% | -25.7% | +29.8% | +10.8% |
| All | +808.8% | +133.1% | +675.7% | +475.8% |
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