+6.8%
NOW vs HIG
+124.5%
-117.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -2.5% |
| 7D | -2.4% | +0.3% | -2.7% | -2.5% |
| 30D | +20.5% | -3.2% | +23.7% | +21.9% |
| 3M | +18.3% | +9.1% | +9.2% | +14.5% |
| 6M | +24.1% | -1.8% | +25.8% | +24.5% |
| YTD | -7.8% | +1.8% | -9.6% | -9.0% |
| 1Y | -21.4% | +4.6% | -26.0% | -23.6% |
| 3Y | +19.5% | +101.6% | -82.1% | -17.5% |
| All | +6.8% | +124.5% | -117.6% | -33.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling