+18.3%
NOW vs EXC
+22.2%
-3.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -3.2% |
| 7D | -2.4% | +0.3% | -2.7% | -2.3% |
| 30D | +20.5% | -3.7% | +24.2% | +19.7% |
| 3M | +18.3% | -1.3% | +19.6% | +18.4% |
| 6M | +24.1% | -9.7% | +33.8% | +22.5% |
| YTD | -7.8% | +2.9% | -10.7% | -6.8% |
| 1Y | -21.4% | +4.4% | -25.8% | -20.3% |
| All | +18.3% | +22.2% | -3.9% | +24.6% |
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 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