-42.5%
NOW vs EWZ
+3.0%
-45.5%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.4% | -1.7% | -3.2% |
| 7D | -8.7% | +1.3% | -10.1% | -8.6% |
| 30D | -29.3% | -26.2% | -3.1% | -32.3% |
| 3M | -21.8% | -8.6% | -13.2% | -20.7% |
| 6M | +9.2% | -17.0% | +26.3% | +8.0% |
| YTD | -35.0% | +2.2% | -37.1% | -32.7% |
| 1Y | -42.5% | +2.7% | -45.2% | -40.6% |
| All | -42.5% | +3.0% | -45.5% | -40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EWZ.
Daily Out/Under-Performance
Portfolio return minus EWZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWZ 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 EWZ 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