+440.5%
NOW vs FND
+69.4%
+371.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.4% | 0.0% | -0.3% |
| 7D | -3.0% | +7.7% | -10.7% | -5.2% |
| 30D | -26.0% | +11.9% | -37.9% | -29.1% |
| 3M | -13.1% | -14.6% | +1.5% | -10.1% |
| 6M | +14.5% | +0.5% | +14.1% | +11.4% |
| YTD | -33.4% | -15.8% | -17.6% | -32.8% |
| 1Y | -40.6% | -12.9% | -27.7% | -40.9% |
| 3Y | -16.3% | -34.2% | +17.8% | -15.2% |
| 5Y | -26.3% | -61.6% | +35.2% | -15.1% |
| All | +440.5% | +69.4% | +371.1% | +333.2% |
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