+1,980.5%
NOW vs IBM
+125.4%
+1,855.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -2.8% | -3.1% | -4.6% |
| 7D | -6.7% | -4.3% | -2.3% | -4.7% |
| 30D | -25.8% | +11.7% | -37.5% | -29.9% |
| 3M | -12.7% | +5.5% | -18.2% | -15.1% |
| 6M | +11.2% | +9.5% | +1.8% | +4.6% |
| YTD | -33.2% | -14.9% | -18.3% | -29.8% |
| 1Y | -41.8% | -17.4% | -24.5% | -38.2% |
| 3Y | -15.7% | +83.3% | -98.9% | -41.4% |
| 5Y | -26.0% | +142.1% | -168.1% | -55.6% |
| 10Y | +515.1% | +157.2% | +357.9% | +228.0% |
| All | +1,980.5% | +125.4% | +1,855.0% | +1,077.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling