+1,980.5%
NOW vs EW
+488.1%
+1,492.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +1.5% | -7.4% | -6.5% |
| 7D | -6.7% | +6.8% | -13.4% | -9.0% |
| 30D | -25.8% | +16.6% | -42.4% | -30.4% |
| 3M | -12.7% | +13.3% | -26.0% | -17.3% |
| 6M | +11.2% | +21.6% | -10.4% | +2.5% |
| YTD | -33.2% | +18.3% | -51.4% | -37.9% |
| 1Y | -41.8% | +21.7% | -63.5% | -46.6% |
| 3Y | -15.7% | +50.3% | -66.0% | -34.3% |
| 5Y | -26.0% | -15.0% | -11.0% | -26.8% |
| 10Y | +515.1% | +237.5% | +277.6% | +269.9% |
| All | +1,980.5% | +488.1% | +1,492.4% | +993.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling