+2,771.1%
NOW vs EWT
+741.1%
+2,030.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.9% | -4.8% | -4.3% |
| 7D | -2.4% | +4.0% | -6.4% | -5.1% |
| 30D | +20.5% | +10.3% | +10.2% | +12.4% |
| 3M | +18.3% | +6.1% | +12.3% | +10.1% |
| 6M | +24.1% | +56.6% | -32.6% | -15.6% |
| YTD | -7.8% | +76.6% | -84.4% | -43.6% |
| 1Y | -21.4% | +97.9% | -119.3% | -56.4% |
| 3Y | +19.5% | +198.0% | -178.4% | -54.4% |
| 5Y | +4.1% | +151.8% | -147.7% | -53.8% |
| 10Y | +826.4% | +514.1% | +312.3% | +101.8% |
| All | +2,771.1% | +741.1% | +2,030.0% | +415.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling