+6.8%
NOW vs FND
-60.2%
+67.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.7% | -4.7% | -3.5% |
| 7D | -2.4% | -5.2% | +2.8% | -0.8% |
| 30D | +20.5% | -19.9% | +40.4% | +28.8% |
| 3M | +18.3% | +2.7% | +15.6% | +15.4% |
| 6M | +24.1% | -21.7% | +45.7% | +31.3% |
| YTD | -7.8% | -17.5% | +9.7% | -5.2% |
| 1Y | -21.4% | -39.3% | +17.9% | -10.3% |
| 3Y | +19.5% | -49.8% | +69.3% | +34.0% |
| All | +6.8% | -60.2% | +67.0% | +30.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling