+506.3%
NOW vs FN
+772.0%
-265.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -4.8% | +1.7% | -2.1% |
| 7D | -8.7% | -4.1% | -4.7% | -8.4% |
| 30D | -29.3% | -28.3% | -1.0% | -25.2% |
| 3M | -21.8% | -33.9% | +12.0% | -17.2% |
| 6M | +9.2% | -43.9% | +53.1% | +16.6% |
| YTD | -35.0% | -23.4% | -11.5% | -38.9% |
| 1Y | -42.5% | -25.4% | -17.1% | -46.1% |
| 3Y | -21.5% | +107.9% | -129.4% | -51.4% |
| 5Y | -25.8% | +195.1% | -220.8% | -61.1% |
| 10Y | +506.3% | +794.1% | -287.8% | +123.9% |
| All | +506.3% | +772.0% | -265.6% | +123.9% |
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