-42.5%
NOW vs IT
-18.2%
-24.3%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -1.1% | -2.0% | -2.5% |
| 7D | -8.7% | -7.5% | -1.3% | -5.1% |
| 30D | -29.3% | -1.2% | -28.1% | -30.9% |
| 3M | -21.8% | -2.2% | -19.6% | -23.5% |
| 6M | +9.2% | +19.1% | -9.8% | -5.9% |
| YTD | -35.0% | -25.1% | -9.9% | -39.1% |
| 1Y | -42.5% | -17.4% | -25.1% | -44.2% |
| All | -42.5% | -18.2% | -24.3% | -44.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling