-21.4%
NOW vs EXEL
+59.2%
-80.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.2% | -2.8% | -3.0% |
| 7D | -2.4% | +8.4% | -10.8% | -1.9% |
| 30D | +20.5% | +4.1% | +16.4% | +20.8% |
| 3M | +18.3% | +12.4% | +5.9% | +19.2% |
| 6M | +24.1% | +41.5% | -17.5% | +24.7% |
| YTD | -7.8% | +34.6% | -42.4% | -7.1% |
| 1Y | -21.4% | +57.9% | -79.3% | -22.4% |
| All | -21.4% | +59.2% | -80.6% | -22.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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