+504.6%
NOW vs EXC
+176.1%
+328.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | -3.1% | -1.7% | -1.3% | -2.6% |
| 30D | -27.0% | +9.3% | -36.4% | -29.4% |
| 3M | -17.7% | +1.0% | -18.8% | -18.4% |
| 6M | +12.7% | +5.9% | +6.8% | +9.5% |
| YTD | -32.9% | +7.6% | -40.6% | -35.5% |
| 1Y | -40.4% | +2.4% | -42.8% | -41.8% |
| 3Y | -17.1% | +30.2% | -47.3% | -28.3% |
| 5Y | -25.7% | +41.4% | -67.0% | -39.1% |
| 10Y | +504.6% | +183.8% | +320.9% | +277.2% |
| All | +504.6% | +176.1% | +328.5% | +277.2% |
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