+2,771.1%
NOW vs EW
+424.4%
+2,346.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +20.0% |
| 3M | +18.3% | +2.8% | +15.5% | +17.0% |
| 6M | +24.1% | +5.5% | +18.6% | +21.5% |
| YTD | -7.8% | +5.5% | -13.2% | -10.0% |
| 1Y | -21.4% | +11.0% | -32.4% | -25.0% |
| 3Y | +19.5% | +17.7% | +1.8% | +3.4% |
| 5Y | +4.1% | -25.7% | +29.8% | +9.1% |
| 10Y | +826.4% | +132.8% | +693.6% | +525.7% |
| All | +2,771.1% | +424.4% | +2,346.7% | +1,486.1% |
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