-19.9%
NOW vs FND
-39.5%
+19.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +1.8% |
| 7D | +0.3% | -6.8% | +7.1% | +1.1% |
| 30D | -27.0% | +8.0% | -34.9% | -27.9% |
| 3M | -19.6% | -18.9% | -0.7% | -17.8% |
| 6M | +17.5% | +4.7% | +12.8% | +15.7% |
| YTD | -33.3% | -21.6% | -11.7% | -32.0% |
| 1Y | -39.8% | -22.0% | -17.8% | -38.7% |
| 3Y | -19.9% | -40.4% | +20.5% | -14.3% |
| All | -19.9% | -39.5% | +19.6% | -14.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling