-42.5%
NOW vs IBN
+16.2%
-58.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +1.2% | -4.3% | -3.0% |
| 7D | -8.7% | +15.8% | -24.5% | -8.3% |
| 30D | -29.3% | +25.1% | -54.3% | -29.1% |
| 3M | -21.8% | +16.0% | -37.8% | -21.5% |
| 6M | +9.2% | +32.8% | -23.5% | +10.8% |
| YTD | -35.0% | +18.0% | -53.0% | -33.8% |
| 1Y | -42.5% | +15.9% | -58.4% | -42.2% |
| All | -42.5% | +16.2% | -58.7% | -42.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling