-29.8%
NOW vs MDY
+14.2%
-44.0%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.3% |
| 7D | -4.1% | -0.8% | -3.3% | -4.0% |
| 30D | +2.9% | -3.9% | +6.7% | +3.0% |
| 3M | +22.6% | 0.0% | +22.6% | +22.3% |
| 6M | +7.5% | +8.5% | -1.0% | +5.5% |
| YTD | -14.4% | +13.2% | -27.6% | -19.0% |
| 1Y | -29.8% | +15.0% | -44.8% | -34.8% |
| All | -29.8% | +14.2% | -44.0% | -34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling