-40.3%
NOW vs IBN
+15.0%
-55.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.4% | +3.6% | +3.1% |
| 7D | -5.6% | +11.1% | -16.7% | -5.1% |
| 30D | -26.8% | +23.9% | -50.6% | -26.6% |
| 3M | -19.4% | +16.3% | -35.7% | -19.2% |
| 6M | +12.3% | +34.2% | -21.9% | +14.0% |
| YTD | -32.9% | +17.6% | -50.5% | -31.7% |
| 1Y | -40.3% | +13.8% | -54.1% | -40.6% |
| All | -40.3% | +15.0% | -55.3% | -40.6% |
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 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