+1,972.6%
NOW vs EWZ
+17.1%
+1,955.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EWZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.7% | -1.1% | -0.6% |
| 7D | -3.0% | -1.5% | -1.5% | -2.6% |
| 30D | -26.0% | -24.5% | -1.5% | -20.6% |
| 3M | -13.1% | -10.7% | -2.4% | -11.5% |
| 6M | +14.5% | -19.1% | +33.6% | +19.6% |
| YTD | -33.4% | +1.6% | -35.1% | -35.6% |
| 1Y | -40.6% | +4.3% | -44.9% | -43.2% |
| 3Y | -16.3% | +19.0% | -35.3% | -24.0% |
| 5Y | -26.3% | +57.7% | -84.0% | -39.4% |
| 10Y | +512.7% | +51.3% | +461.4% | +373.4% |
| All | +1,972.6% | +17.1% | +1,955.4% | +1,594.4% |
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