+2,771.1%
NOW vs MAS
+642.6%
+2,128.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.8% | -4.8% | -3.8% |
| 7D | -2.4% | -0.8% | -1.6% | -2.1% |
| 30D | +20.5% | -5.6% | +26.1% | +23.5% |
| 3M | +18.3% | +4.4% | +13.9% | +14.2% |
| 6M | +24.1% | +7.2% | +16.9% | +16.2% |
| YTD | -7.8% | +16.1% | -23.9% | -17.7% |
| 1Y | -21.4% | +0.1% | -21.5% | -24.9% |
| 3Y | +19.5% | +28.3% | -8.8% | -2.6% |
| 5Y | +4.1% | +30.5% | -26.4% | -16.7% |
| 10Y | +826.4% | +139.1% | +687.3% | +432.9% |
| All | +2,771.1% | +642.6% | +2,128.5% | +1,145.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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