+504.6%
NOW vs IBN
+368.7%
+136.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.3% |
| 7D | -3.1% | +14.6% | -17.7% | -7.3% |
| 30D | -27.0% | +23.5% | -50.6% | -32.0% |
| 3M | -17.7% | +14.0% | -31.7% | -21.3% |
| 6M | +12.7% | +31.1% | -18.4% | +2.9% |
| YTD | -32.9% | +16.6% | -49.5% | -36.7% |
| 1Y | -40.4% | +14.9% | -55.3% | -43.5% |
| 3Y | -17.1% | +56.9% | -74.0% | -30.2% |
| 5Y | -25.7% | +69.7% | -95.3% | -39.1% |
| 10Y | +504.6% | +365.4% | +139.2% | +271.2% |
| All | +504.6% | +368.7% | +136.0% | +271.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 10y: compounded portfolio wealth divided by compounded IBN 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…
10y analysis · Full analysis span regression · 6 months rolling