+501.5%
NOW vs LIN
+430.4%
+71.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -0.7% | -5.3% | -5.5% |
| 7D | -6.7% | +3.6% | -10.3% | -8.8% |
| 30D | -25.8% | +6.4% | -32.2% | -28.5% |
| 3M | -12.7% | +6.5% | -19.2% | -16.0% |
| 6M | +11.2% | +4.9% | +6.4% | +6.8% |
| YTD | -33.2% | +23.4% | -56.6% | -42.9% |
| 1Y | -41.8% | +26.3% | -68.1% | -51.1% |
| 3Y | -15.7% | +38.0% | -53.6% | -34.2% |
| 5Y | -26.0% | +68.0% | -94.0% | -49.5% |
| All | +501.5% | +430.4% | +71.1% | +114.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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