+2,771.1%
NOW vs FN
+3,338.0%
-566.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +3.1% | -6.1% | -3.6% |
| 7D | -2.4% | -1.7% | -0.7% | -2.1% |
| 30D | +20.5% | -22.0% | +42.5% | +25.2% |
| 3M | +18.3% | -43.0% | +61.4% | +29.5% |
| 6M | +24.1% | -27.7% | +51.8% | +24.1% |
| YTD | -7.8% | -10.5% | +2.7% | -14.2% |
| 1Y | -21.4% | +12.5% | -33.9% | -32.2% |
| 3Y | +19.5% | +153.8% | -134.3% | -24.3% |
| 5Y | +4.1% | +288.0% | -283.9% | -43.5% |
| 10Y | +826.4% | +906.4% | -80.0% | +279.8% |
| All | +2,771.1% | +3,338.0% | -566.8% | +823.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling