+11.8%
NOW vs EWZ
+50.2%
-38.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +2.0% | -7.0% | -5.3% |
| 7D | -6.1% | +5.6% | -11.7% | -6.9% |
| 30D | +7.5% | +9.3% | -1.8% | +6.0% |
| 3M | +17.5% | +15.7% | +1.8% | +14.2% |
| 6M | +7.9% | +7.4% | +0.5% | +5.9% |
| YTD | -12.4% | +22.7% | -35.1% | -18.3% |
| 1Y | -28.6% | +36.4% | -64.9% | -36.4% |
| 3Y | +11.8% | +50.4% | -38.6% | -9.9% |
| All | +11.8% | +50.2% | -38.4% | -9.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling