-42.5%
NOW vs MDY
+14.5%
-57.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.7% | -3.1% |
| 7D | -8.7% | 0.0% | -8.8% | -8.7% |
| 30D | -29.3% | +1.0% | -30.2% | -29.1% |
| 3M | -21.8% | -4.1% | -17.7% | -22.1% |
| 6M | +9.2% | +0.6% | +8.6% | +9.3% |
| YTD | -35.0% | +12.9% | -47.9% | -37.1% |
| 1Y | -42.5% | +14.6% | -57.1% | -44.9% |
| All | -42.5% | +14.5% | -57.0% | -44.9% |
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