+514.0%
NOW vs IT
+90.0%
+424.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.7% | +0.9% | +1.2% |
| 7D | +0.3% | +1.1% | -0.8% | -0.3% |
| 30D | -27.0% | -1.8% | -25.1% | -27.7% |
| 3M | -19.6% | +4.8% | -24.5% | -23.5% |
| 6M | +17.5% | +33.0% | -15.6% | -3.4% |
| YTD | -33.3% | -23.8% | -9.4% | -26.6% |
| 1Y | -39.8% | -16.5% | -23.3% | -37.4% |
| 3Y | -19.9% | -53.6% | +33.7% | +12.1% |
| 5Y | -26.1% | -42.1% | +16.1% | -10.0% |
| All | +514.0% | +90.0% | +424.0% | +286.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 10y: compounded portfolio wealth divided by compounded IT 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…
10y analysis · Full analysis span regression · 6 months rolling