-16.0%
NOW vs FN
+80.0%
-96.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -14.2% | +8.3% | -5.2% |
| 7D | -6.7% | -16.0% | +9.3% | -5.9% |
| 30D | -25.8% | -40.1% | +14.3% | -24.3% |
| 3M | -12.7% | -43.9% | +31.2% | -10.9% |
| 6M | +11.2% | -55.6% | +66.9% | +14.7% |
| YTD | -33.2% | -35.7% | +2.5% | -35.9% |
| 1Y | -41.8% | -39.8% | -2.0% | -43.8% |
| All | -16.0% | +80.0% | -96.0% | -35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling