-21.4%
NOW vs EWT
+99.0%
-120.4%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.8% | -3.0% |
| 7D | -2.4% | +4.0% | -6.4% | -2.5% |
| 30D | +20.5% | +10.3% | +10.2% | +20.2% |
| 3M | +18.3% | +6.1% | +12.3% | +18.7% |
| 6M | +24.1% | +56.6% | -32.6% | +14.2% |
| YTD | -7.8% | +76.6% | -84.4% | -19.5% |
| 1Y | -21.4% | +97.9% | -119.3% | -31.1% |
| All | -21.4% | +99.0% | -120.4% | -31.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EWT.
Daily Out/Under-Performance
Portfolio return minus EWT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWT 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 1y: compounded portfolio wealth divided by compounded EWT 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…
1y analysis · Full analysis span regression · 6 months rolling