-16.3%
NOW vs IBN
+51.2%
-67.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.2% | -4.6% | -0.9% |
| 7D | -3.0% | +15.1% | -18.1% | -4.9% |
| 30D | -26.0% | +21.6% | -47.7% | -28.2% |
| 3M | -13.1% | +11.2% | -24.3% | -14.4% |
| 6M | +14.5% | +27.8% | -13.2% | +10.4% |
| YTD | -33.4% | +14.7% | -48.1% | -34.6% |
| 1Y | -40.6% | +14.4% | -55.0% | -41.7% |
| 3Y | -16.3% | +52.1% | -68.4% | -20.8% |
| All | -16.3% | +51.2% | -67.6% | -20.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling