+2,111.6%
NOW vs LIN
+537.7%
+1,573.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.6% | -2.9% | -2.0% |
| 7D | -27.5% | +3.3% | -30.8% | -28.9% |
| 30D | -20.0% | +8.8% | -28.8% | -24.2% |
| 3M | -7.9% | +8.6% | -16.5% | -12.7% |
| 6M | +18.3% | +7.0% | +11.3% | +11.9% |
| YTD | -29.0% | +24.3% | -53.2% | -39.9% |
| 1Y | -38.7% | +27.3% | -66.0% | -49.0% |
| 3Y | -10.3% | +38.9% | -49.3% | -30.8% |
| 5Y | -22.5% | +69.4% | -91.8% | -47.8% |
| 10Y | +553.8% | +440.7% | +113.1% | +91.5% |
| All | +2,111.6% | +537.7% | +1,573.9% | +519.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling