+2,771.1%
NOW vs FTI
+200.5%
+2,570.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.7% | -2.9% |
| 7D | -2.4% | +5.3% | -7.7% | -3.1% |
| 30D | +20.5% | +15.3% | +5.2% | +17.9% |
| 3M | +18.3% | +15.8% | +2.6% | +15.3% |
| 6M | +24.1% | +22.6% | +1.5% | +19.4% |
| YTD | -7.8% | +79.5% | -87.3% | -16.8% |
| 1Y | -21.4% | +102.0% | -123.4% | -30.6% |
| 3Y | +19.5% | +315.8% | -296.3% | -6.3% |
| 5Y | +4.1% | +1,129.5% | -1,125.4% | -32.0% |
| 10Y | +826.4% | +320.9% | +505.5% | +568.9% |
| All | +2,771.1% | +200.5% | +2,570.6% | +2,277.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling