+506.3%
NOW vs MA
+554.9%
-48.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.5% | -3.4% |
| 7D | -8.7% | +1.8% | -10.6% | -10.0% |
| 30D | -29.3% | +11.8% | -41.1% | -35.8% |
| 3M | -21.8% | +17.2% | -39.0% | -31.7% |
| 6M | +9.2% | +33.4% | -24.1% | -13.5% |
| YTD | -35.0% | +16.1% | -51.1% | -43.2% |
| 1Y | -42.5% | +19.9% | -62.4% | -51.0% |
| 3Y | -21.5% | +70.1% | -91.6% | -49.6% |
| 5Y | -25.8% | +89.6% | -115.4% | -56.0% |
| 10Y | +506.3% | +568.4% | -62.1% | +10.0% |
| All | +506.3% | +554.9% | -48.6% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MA.
Daily Out/Under-Performance
Portfolio return minus MA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MA 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 MA 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