-22.5%
NOW vs LIN
+70.5%
-92.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -1.9% |
| 7D | -27.5% | +3.3% | -30.8% | -28.9% |
| 30D | -20.0% | +8.8% | -28.8% | -24.1% |
| 3M | -7.9% | +8.6% | -16.5% | -12.6% |
| 6M | +18.3% | +7.0% | +11.3% | +11.8% |
| YTD | -29.0% | +24.3% | -53.2% | -40.7% |
| 1Y | -38.7% | +27.3% | -66.0% | -49.8% |
| 3Y | -10.3% | +38.9% | -49.3% | -33.6% |
| 5Y | -22.5% | +69.4% | -91.8% | -53.3% |
| All | -22.5% | +70.5% | -92.9% | -53.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling