+501.5%
NOW vs FN
+663.9%
-162.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -14.2% | +8.3% | -3.2% |
| 7D | -6.7% | -16.0% | +9.3% | -3.7% |
| 30D | -25.8% | -40.1% | +14.3% | -18.5% |
| 3M | -12.7% | -43.9% | +31.2% | -4.3% |
| 6M | +11.2% | -55.6% | +66.9% | +24.6% |
| YTD | -33.2% | -35.7% | +2.5% | -34.9% |
| 1Y | -41.8% | -39.8% | -2.0% | -42.8% |
| 3Y | -15.7% | +80.3% | -95.9% | -46.5% |
| 5Y | -26.0% | +143.3% | -169.3% | -59.6% |
| All | +501.5% | +663.9% | -162.5% | +128.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FN.
Daily Out/Under-Performance
Portfolio return minus FN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FN 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 FN 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