+17.9%
NOW vs HIG
+103.2%
-85.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.8% |
| 7D | -2.4% | +0.3% | -2.7% | -2.4% |
| 30D | +20.5% | -3.2% | +23.7% | +21.2% |
| 3M | +18.3% | +9.1% | +9.2% | +16.6% |
| 6M | +24.1% | -1.8% | +25.8% | +24.5% |
| YTD | -7.8% | +1.8% | -9.6% | -8.3% |
| 1Y | -21.4% | +4.6% | -26.0% | -22.6% |
| All | +17.9% | +103.2% | -85.3% | -0.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling