-38.7%
NOW vs FND
-10.3%
-28.5%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +10.9% | -11.2% | -0.4% |
| 7D | -27.5% | +12.3% | -39.8% | -27.6% |
| 30D | -20.0% | +14.7% | -34.8% | -20.3% |
| 3M | -7.9% | -12.0% | +4.1% | -7.2% |
| 6M | +18.3% | +10.8% | +7.5% | +18.6% |
| YTD | -29.0% | -12.3% | -16.7% | -27.9% |
| 1Y | -38.7% | -13.4% | -25.3% | -38.0% |
| All | -38.7% | -10.3% | -28.5% | -38.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling