+611.4%
NOW vs FND
+58.4%
+553.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -4.6% | -0.4% | -3.6% |
| 7D | -6.1% | +0.4% | -6.5% | -6.1% |
| 30D | +7.5% | -23.6% | +31.0% | +16.0% |
| 3M | +17.5% | +4.3% | +13.2% | +14.4% |
| 6M | +7.9% | -20.3% | +28.2% | +13.0% |
| YTD | -12.4% | -21.3% | +8.9% | -8.9% |
| 1Y | -28.6% | -45.4% | +16.8% | -17.2% |
| 3Y | +11.8% | -48.9% | +60.7% | +24.3% |
| 5Y | +2.6% | -61.0% | +63.7% | +19.1% |
| All | +611.4% | +58.4% | +553.0% | +487.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling