+6.8%
NOW vs IBN
+61.6%
-54.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.7% | -2.3% | -2.6% |
| 7D | -2.4% | +1.4% | -3.8% | -3.0% |
| 30D | +20.5% | -0.3% | +20.8% | +20.5% |
| 3M | +18.3% | +17.1% | +1.2% | +9.7% |
| 6M | +24.1% | +3.4% | +20.7% | +21.7% |
| YTD | -7.8% | +2.5% | -10.3% | -9.5% |
| 1Y | -21.4% | -4.2% | -17.2% | -20.5% |
| 3Y | +19.5% | +32.4% | -12.9% | -4.2% |
| All | +6.8% | +61.6% | -54.7% | -29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling