-39.8%
NOW vs IBM
-18.7%
-21.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.0% |
| 7D | +0.3% | +1.6% | -1.3% | -0.6% |
| 30D | -27.0% | +9.2% | -36.2% | -30.9% |
| 3M | -19.6% | +4.9% | -24.6% | -22.2% |
| 6M | +17.5% | +16.8% | +0.7% | +4.4% |
| YTD | -33.3% | -14.3% | -19.0% | -33.0% |
| 1Y | -39.8% | -16.7% | -23.1% | -39.0% |
| All | -39.8% | -18.7% | -21.1% | -39.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBM.
Daily Out/Under-Performance
Portfolio return minus IBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBM 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 1y: compounded portfolio wealth divided by compounded IBM 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…
1y analysis · Full analysis span regression · 6 months rolling