+504.6%
NOW vs IT
+96.9%
+407.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.5% |
| 7D | -3.1% | -18.8% | +15.7% | +7.5% |
| 30D | -27.0% | -0.1% | -27.0% | -28.5% |
| 3M | -17.7% | +2.9% | -20.6% | -21.0% |
| 6M | +12.7% | +20.4% | -7.7% | -2.2% |
| YTD | -32.9% | -24.3% | -8.6% | -26.0% |
| 1Y | -40.4% | -17.2% | -23.2% | -37.8% |
| 3Y | -17.1% | -52.4% | +35.3% | +14.2% |
| 5Y | -25.7% | -43.7% | +18.0% | -8.4% |
| 10Y | +504.6% | +90.3% | +414.3% | +275.7% |
| All | +504.6% | +96.9% | +407.7% | +275.7% |
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