+812.0%
NOW vs MDY
+173.4%
+638.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.7% | -4.3% | -4.4% |
| 7D | -6.1% | +1.0% | -7.1% | -6.9% |
| 30D | +7.5% | -3.1% | +10.6% | +10.5% |
| 3M | +17.5% | +1.8% | +15.7% | +14.9% |
| 6M | +7.9% | +10.8% | -2.9% | -2.9% |
| YTD | -12.4% | +14.4% | -26.8% | -24.1% |
| 1Y | -28.6% | +15.2% | -43.8% | -38.6% |
| 3Y | +11.8% | +51.2% | -39.4% | -26.1% |
| 5Y | +2.6% | +47.2% | -44.6% | -28.8% |
| All | +812.0% | +173.4% | +638.6% | +251.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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