+504.4%
NOW vs EXC
+201.2%
+303.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | 0.0% | -2.1% | -2.1% |
| 7D | -1.7% | -1.9% | +0.3% | -1.1% |
| 30D | -27.4% | +7.8% | -35.1% | -29.4% |
| 3M | -19.4% | +1.9% | -21.3% | -20.3% |
| 6M | +13.1% | +3.4% | +9.7% | +10.9% |
| YTD | -34.3% | +7.6% | -41.9% | -36.8% |
| 1Y | -41.8% | +2.1% | -43.9% | -43.0% |
| 3Y | -20.7% | +29.6% | -50.3% | -31.3% |
| 5Y | -27.2% | +39.5% | -66.7% | -39.9% |
| All | +504.4% | +201.2% | +303.2% | +279.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 10y: compounded portfolio wealth divided by compounded EXC 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…
10y analysis · Full analysis span regression · 6 months rolling