+504.6%
NOW vs EXEL
+445.6%
+59.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.1% | -2.3% | +0.2% |
| 7D | -3.1% | +2.3% | -5.4% | -3.5% |
| 30D | -27.0% | +19.8% | -46.9% | -29.5% |
| 3M | -17.7% | +32.7% | -50.4% | -22.3% |
| 6M | +12.7% | +49.0% | -36.3% | +3.6% |
| YTD | -32.9% | +63.7% | -96.6% | -39.9% |
| 1Y | -40.4% | +75.8% | -116.2% | -47.4% |
| 3Y | -17.1% | +241.3% | -258.4% | -39.3% |
| 5Y | -25.7% | +289.0% | -314.7% | -47.9% |
| 10Y | +504.6% | +377.6% | +127.0% | +278.8% |
| All | +504.6% | +445.6% | +59.1% | +278.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling