+325.3%
NOW vs MDB
+892.0%
-566.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +4.6% | -3.9% | -1.0% |
| 7D | -3.1% | -0.9% | -2.1% | -2.8% |
| 30D | -27.0% | -15.2% | -11.9% | -22.6% |
| 3M | -17.7% | -17.9% | +0.2% | -12.9% |
| 6M | +12.7% | +9.3% | +3.4% | +6.8% |
| YTD | -32.9% | -22.0% | -10.9% | -29.3% |
| 1Y | -40.4% | -9.3% | -31.1% | -41.3% |
| 3Y | -17.1% | -10.4% | -6.7% | -27.1% |
| 5Y | -25.7% | -43.2% | +17.6% | -31.9% |
| All | +325.3% | +892.0% | -566.7% | +34.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MDB.
Daily Out/Under-Performance
Portfolio return minus MDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDB 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 MDB 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