+8.2%
NOW vs HYG
+26.3%
-18.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HYG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -1.8% |
| 7D | -4.1% | -0.2% | -3.9% | -3.6% |
| 30D | +2.9% | -0.1% | +3.0% | +3.2% |
| 3M | +22.6% | +0.7% | +21.9% | +20.4% |
| 6M | +7.5% | +1.5% | +6.0% | +3.5% |
| YTD | -14.4% | +1.9% | -16.4% | -18.7% |
| 1Y | -29.8% | +3.7% | -33.5% | -36.6% |
| All | +8.2% | +26.3% | -18.1% | -34.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HYG.
Daily Out/Under-Performance
Portfolio return minus HYG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HYG 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 HYG 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