+2,771.1%
NOW vs EWZ
+38.7%
+2,732.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.8% |
| 7D | -2.4% | +6.5% | -8.9% | -4.2% |
| 30D | +20.5% | +4.8% | +15.7% | +18.7% |
| 3M | +18.3% | +9.9% | +8.5% | +14.6% |
| 6M | +24.1% | +1.9% | +22.1% | +22.2% |
| YTD | -7.8% | +20.3% | -28.1% | -14.0% |
| 1Y | -21.4% | +35.6% | -57.0% | -29.6% |
| 3Y | +19.5% | +43.4% | -23.9% | +4.1% |
| 5Y | +4.1% | +55.9% | -51.9% | -13.3% |
| 10Y | +826.4% | +84.2% | +742.3% | +585.3% |
| All | +2,771.1% | +38.7% | +2,732.5% | +2,164.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling