+499.2%
NOW vs FE
+105.3%
+393.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | 0.0% |
| 7D | -3.0% | -1.0% | -2.0% | -2.7% |
| 30D | -26.0% | +4.1% | -30.2% | -27.0% |
| 3M | -13.1% | -1.0% | -12.1% | -13.0% |
| 6M | +14.5% | +4.0% | +10.5% | +12.7% |
| YTD | -33.4% | +6.8% | -40.3% | -35.4% |
| 1Y | -40.6% | +5.3% | -45.9% | -42.2% |
| 3Y | -16.3% | +44.6% | -60.9% | -28.3% |
| 5Y | -26.3% | +44.2% | -70.5% | -37.3% |
| All | +499.2% | +105.3% | +393.9% | +388.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FE.
Daily Out/Under-Performance
Portfolio return minus FE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FE 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 FE 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