-27.2%
NOW vs EXEL
+289.1%
-316.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.8% | -1.8% |
| 7D | -1.7% | +1.6% | -3.3% | -1.9% |
| 30D | -27.4% | +17.4% | -44.7% | -29.2% |
| 3M | -19.4% | +38.6% | -58.1% | -23.8% |
| 6M | +13.1% | +41.2% | -28.1% | +6.2% |
| YTD | -34.3% | +59.3% | -93.6% | -40.1% |
| 1Y | -41.8% | +60.2% | -102.0% | -47.1% |
| 3Y | -20.7% | +232.6% | -253.3% | -44.8% |
| 5Y | -27.2% | +285.9% | -313.1% | -54.8% |
| All | -27.2% | +289.1% | -316.3% | -54.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling