+323.2%
NOW vs MDB
+912.7%
-589.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.6% | +3.2% | +2.2% |
| 7D | +0.3% | +6.8% | -6.6% | -2.3% |
| 30D | -27.0% | -6.2% | -20.8% | -25.4% |
| 3M | -19.6% | -29.2% | +9.6% | -9.9% |
| 6M | +17.5% | +10.3% | +7.2% | +11.0% |
| YTD | -33.3% | -20.4% | -12.9% | -30.3% |
| 1Y | -39.8% | -4.8% | -35.0% | -41.9% |
| 3Y | -19.9% | -11.6% | -8.3% | -29.2% |
| 5Y | -26.1% | -41.0% | +15.0% | -33.2% |
| All | +323.2% | +912.7% | -589.5% | +32.5% |
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