+504.6%
NOW vs FTV
+113.3%
+391.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.6% | -1.9% | -0.7% |
| 7D | -3.1% | +0.4% | -3.5% | -3.2% |
| 30D | -27.0% | +17.2% | -44.2% | -33.6% |
| 3M | -17.7% | +8.9% | -26.6% | -22.1% |
| 6M | +12.7% | +11.3% | +1.4% | +4.4% |
| YTD | -32.9% | +21.9% | -54.9% | -41.7% |
| 1Y | -40.4% | +31.6% | -71.9% | -50.5% |
| 3Y | -17.1% | +38.1% | -55.2% | -34.3% |
| 5Y | -25.7% | +15.7% | -41.4% | -35.8% |
| 10Y | +504.6% | +107.5% | +397.1% | +243.7% |
| All | +504.6% | +113.3% | +391.3% | +243.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FTV.
Daily Out/Under-Performance
Portfolio return minus FTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTV 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 FTV 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