-25.1%
NOW vs EXE
+76.7%
-101.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.7% | +1.4% |
| 7D | +0.3% | +5.3% | -5.1% | -0.9% |
| 30D | -27.0% | -2.2% | -24.8% | -26.6% |
| 3M | -19.6% | -5.9% | -13.8% | -18.6% |
| 6M | +17.5% | -5.7% | +23.2% | +18.7% |
| YTD | -33.3% | -17.8% | -15.4% | -30.8% |
| 1Y | -39.8% | -23.1% | -16.7% | -36.7% |
| 3Y | -19.9% | +21.2% | -41.1% | -25.0% |
| All | -25.1% | +76.7% | -101.8% | -36.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling