+790.9%
NOW vs HIG
+314.4%
+476.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.5% |
| 7D | -4.1% | -0.5% | -3.6% | -3.9% |
| 30D | +2.9% | -2.8% | +5.7% | +3.7% |
| 3M | +22.6% | +6.3% | +16.2% | +20.7% |
| 6M | +7.5% | -0.1% | +7.6% | +7.3% |
| YTD | -14.4% | +0.4% | -14.8% | -14.9% |
| 1Y | -29.8% | +6.2% | -36.0% | -31.4% |
| 3Y | +9.2% | +101.6% | -92.4% | -11.4% |
| 5Y | +0.8% | +119.8% | -119.0% | -20.4% |
| 10Y | +790.9% | +311.7% | +479.2% | +478.6% |
| All | +790.9% | +314.4% | +476.6% | +478.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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