-16.3%
NOW vs EXC
+26.3%
-42.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.0% | +1.6% | -1.0% |
| 7D | -3.0% | -1.2% | -1.8% | -3.3% |
| 30D | -26.0% | +10.0% | -36.0% | -24.0% |
| 3M | -13.1% | +1.6% | -14.7% | -12.3% |
| 6M | +14.5% | +3.3% | +11.2% | +16.4% |
| YTD | -33.4% | +7.6% | -41.0% | -31.5% |
| 1Y | -40.6% | +3.5% | -44.1% | -39.3% |
| 3Y | -16.3% | +27.7% | -44.0% | -5.0% |
| All | -16.3% | +26.3% | -42.6% | -5.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling