+790.0%
NOW vs FTI
+304.2%
+485.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.1% | -2.9% | -4.7% |
| 7D | -6.1% | -0.2% | -5.9% | -6.1% |
| 30D | +7.5% | +12.3% | -4.9% | +5.9% |
| 3M | +17.5% | +13.8% | +3.8% | +15.3% |
| 6M | +7.9% | +24.3% | -16.3% | +4.4% |
| YTD | -12.4% | +75.8% | -88.2% | -19.3% |
| 1Y | -28.6% | +99.6% | -128.2% | -35.5% |
| 3Y | +11.8% | +278.4% | -266.6% | -7.3% |
| 5Y | +2.6% | +1,168.7% | -1,166.1% | -26.3% |
| 10Y | +790.0% | +297.5% | +492.5% | +573.1% |
| All | +790.0% | +304.2% | +485.7% | +573.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling