+1,988.6%
NOW vs FISV
+257.0%
+1,731.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.0% | -0.2% | +0.3% |
| 7D | -3.1% | +22.3% | -25.4% | -12.4% |
| 30D | -27.0% | +39.2% | -66.3% | -38.4% |
| 3M | -17.7% | +21.2% | -38.9% | -25.8% |
| 6M | +12.7% | +14.5% | -1.8% | +4.4% |
| YTD | -32.9% | -5.4% | -27.5% | -32.1% |
| 1Y | -40.4% | -0.3% | -40.1% | -41.2% |
| 3Y | -17.1% | -46.8% | +29.7% | -11.7% |
| 5Y | -25.7% | -36.2% | +10.6% | -31.0% |
| 10Y | +504.6% | +26.4% | +478.2% | +200.4% |
| All | +1,988.6% | +257.0% | +1,731.7% | +478.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 all: compounded portfolio wealth divided by compounded FISV 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…
all analysis · Full analysis span regression · 6 months rolling