+504.4%
NOW vs IBN
+383.7%
+120.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.7% |
| 7D | -1.7% | +5.7% | -7.4% | -3.4% |
| 30D | -27.4% | +20.5% | -47.9% | -31.8% |
| 3M | -19.4% | +15.2% | -34.7% | -23.3% |
| 6M | +13.1% | +34.5% | -21.4% | +2.4% |
| YTD | -34.3% | +16.4% | -50.7% | -38.0% |
| 1Y | -41.8% | +13.5% | -55.3% | -44.6% |
| 3Y | -20.7% | +55.4% | -76.1% | -33.1% |
| 5Y | -27.2% | +73.1% | -100.3% | -40.7% |
| All | +504.4% | +383.7% | +120.7% | +262.6% |
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