+790.0%
NOW vs EWT
+493.5%
+296.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.6% | -4.4% | -4.6% |
| 7D | -6.1% | +1.6% | -7.7% | -7.1% |
| 30D | +7.5% | +8.2% | -0.7% | +1.6% |
| 3M | +17.5% | +11.1% | +6.5% | +5.6% |
| 6M | +7.9% | +60.4% | -52.5% | -28.4% |
| YTD | -12.4% | +75.6% | -88.0% | -46.7% |
| 1Y | -28.6% | +91.3% | -119.9% | -59.9% |
| 3Y | +11.8% | +200.3% | -188.5% | -59.4% |
| 5Y | +2.6% | +156.4% | -153.7% | -56.7% |
| 10Y | +790.0% | +495.8% | +294.2% | +79.0% |
| All | +790.0% | +493.5% | +296.5% | +79.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling