+499.2%
NOW vs FTI
+184.4%
+314.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.1% | -3.5% | -0.8% |
| 7D | -3.0% | -7.6% | +4.6% | -2.0% |
| 30D | -26.0% | -7.1% | -18.9% | -25.2% |
| 3M | -13.1% | -8.7% | -4.4% | -12.1% |
| 6M | +14.5% | -14.0% | +28.5% | +16.4% |
| YTD | -33.4% | +42.8% | -76.3% | -37.0% |
| 1Y | -40.6% | +50.4% | -91.0% | -44.2% |
| 3Y | -16.3% | +194.1% | -210.4% | -28.2% |
| 5Y | -26.3% | +775.2% | -801.5% | -44.5% |
| All | +499.2% | +184.4% | +314.8% | +385.6% |
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