-39.8%
NOW vs EXE
-23.9%
-15.9%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +1.5% |
| 7D | +0.3% | +5.3% | -5.1% | -0.3% |
| 30D | -27.0% | -2.2% | -24.8% | -26.7% |
| 3M | -19.6% | -5.9% | -13.8% | -19.3% |
| 6M | +17.5% | -5.7% | +23.2% | +18.5% |
| YTD | -33.3% | -17.8% | -15.4% | -32.6% |
| 1Y | -39.8% | -23.1% | -16.7% | -38.6% |
| All | -39.8% | -23.9% | -15.9% | -38.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 1y: compounded portfolio wealth divided by compounded EXE 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…
1y analysis · Full analysis span regression · 6 months rolling