-38.7%
NOW vs FTI
+57.1%
-95.8%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.0% | -0.6% |
| 7D | -27.5% | -9.7% | -17.9% | -28.2% |
| 30D | -20.0% | -8.2% | -11.9% | -20.3% |
| 3M | -7.9% | -7.8% | -0.1% | -8.1% |
| 6M | +18.3% | -13.4% | +31.7% | +16.5% |
| YTD | -29.0% | +45.1% | -74.0% | -22.8% |
| 1Y | -38.7% | +54.6% | -93.3% | -35.5% |
| All | -38.7% | +57.1% | -95.8% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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