+504.4%
NOW vs IT
+88.7%
+415.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -1.4% |
| 7D | -1.7% | -3.7% | +2.0% | +0.3% |
| 30D | -27.4% | -3.1% | -24.3% | -27.6% |
| 3M | -19.4% | +6.3% | -25.8% | -23.9% |
| 6M | +13.1% | +24.8% | -11.7% | -3.7% |
| YTD | -34.3% | -24.4% | -9.9% | -27.4% |
| 1Y | -41.8% | -17.1% | -24.7% | -39.2% |
| 3Y | -20.7% | -53.6% | +32.9% | +10.9% |
| 5Y | -27.2% | -42.5% | +15.3% | -11.1% |
| All | +504.4% | +88.7% | +415.7% | +282.1% |
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