+1,972.6%
NOW vs HIG
+926.8%
+1,045.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | +0.3% |
| 7D | -3.0% | +1.1% | -4.1% | -3.3% |
| 30D | -26.0% | +5.6% | -31.6% | -27.5% |
| 3M | -13.1% | -6.9% | -6.2% | -11.4% |
| 6M | +14.5% | +1.3% | +13.2% | +13.5% |
| YTD | -33.4% | -1.5% | -32.0% | -33.7% |
| 1Y | -40.6% | +6.6% | -47.2% | -42.5% |
| 3Y | -16.3% | +91.2% | -107.5% | -34.3% |
| 5Y | -26.3% | +106.1% | -132.4% | -44.0% |
| 10Y | +512.7% | +283.7% | +229.0% | +242.4% |
| All | +1,972.6% | +926.8% | +1,045.8% | +679.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling