-40.3%
NOW vs IRE
-97.4%
+57.1%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +12.1% | -9.0% | +3.2% |
| 7D | -5.6% | -15.1% | +9.6% | -5.6% |
| 30D | -26.8% | -71.4% | +44.6% | -27.9% |
| 3M | -19.4% | -81.2% | +61.7% | -21.2% |
| 6M | +12.3% | -93.7% | +106.1% | +10.3% |
| YTD | -32.9% | -92.2% | +59.3% | -35.1% |
| 1Y | -40.3% | -97.3% | +57.0% | -41.5% |
| All | -40.3% | -97.4% | +57.1% | -41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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