+2,771.1%
NOW vs IT
+330.3%
+2,440.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.6% | +1.7% | -0.3% |
| 7D | -2.4% | -6.0% | +3.6% | +1.2% |
| 30D | +20.5% | 0.0% | +20.5% | +20.6% |
| 3M | +18.3% | +13.1% | +5.3% | +8.5% |
| 6M | +24.1% | +11.7% | +12.4% | +15.3% |
| YTD | -7.8% | -26.1% | +18.3% | +6.3% |
| 1Y | -21.4% | -21.3% | -0.1% | -13.9% |
| 3Y | +19.5% | -46.7% | +66.3% | +57.5% |
| 5Y | +4.1% | -40.5% | +44.6% | +29.4% |
| 10Y | +826.4% | +103.9% | +722.5% | +419.6% |
| All | +2,771.1% | +330.3% | +2,440.8% | +1,154.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling