-26.4%
NOW vs HBM
+205.9%
-232.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.6% | -2.0% | -0.6% |
| 7D | -3.0% | -3.6% | +0.6% | -2.5% |
| 30D | -26.0% | -19.2% | -6.9% | -23.8% |
| 3M | -13.1% | -20.5% | +7.4% | -10.7% |
| 6M | +14.5% | -12.8% | +27.3% | +14.7% |
| YTD | -33.4% | +5.4% | -38.9% | -37.1% |
| 1Y | -40.6% | +33.0% | -73.6% | -46.7% |
| 3Y | -16.3% | +357.3% | -373.6% | -45.5% |
| All | -26.4% | +205.9% | -232.2% | -46.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling