-42.5%
NOW vs HBM
+31.9%
-74.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -3.7% | +0.6% | -3.2% |
| 7D | -8.7% | +2.4% | -11.1% | -8.6% |
| 30D | -29.3% | -16.0% | -13.3% | -29.9% |
| 3M | -21.8% | -21.3% | -0.5% | -22.7% |
| 6M | +9.2% | -12.2% | +21.5% | +11.2% |
| YTD | -35.0% | +10.7% | -45.6% | -34.9% |
| 1Y | -42.5% | +30.3% | -72.8% | -43.9% |
| All | -42.5% | +31.9% | -74.4% | -43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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