-16.3%
NOW vs EXEL
+231.1%
-247.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.3% | -1.6% | -0.4% |
| 7D | -3.0% | +0.3% | -3.3% | -3.0% |
| 30D | -26.0% | +19.0% | -45.1% | -26.4% |
| 3M | -13.1% | +33.3% | -46.4% | -13.9% |
| 6M | +14.5% | +42.9% | -28.3% | +13.0% |
| YTD | -33.4% | +58.7% | -92.2% | -34.9% |
| 1Y | -40.6% | +70.5% | -111.1% | -42.2% |
| 3Y | -16.3% | +233.8% | -250.1% | -21.8% |
| All | -16.3% | +231.1% | -247.4% | -21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling