-16.0%
NOW vs EXC
+28.8%
-44.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | +0.6% | -6.6% | -5.7% |
| 7D | -6.7% | +1.4% | -8.0% | -6.3% |
| 30D | -25.8% | +11.6% | -37.4% | -23.5% |
| 3M | -12.7% | +2.7% | -15.3% | -11.5% |
| 6M | +11.2% | +2.7% | +8.6% | +13.1% |
| YTD | -33.2% | +9.7% | -42.9% | -30.8% |
| 1Y | -41.8% | +4.5% | -46.3% | -40.3% |
| All | -16.0% | +28.8% | -44.8% | -4.1% |
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