-17.1%
NOW vs MDY
+57.1%
-74.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | -1.3% |
| 7D | -3.1% | +0.7% | -3.7% | -3.4% |
| 30D | -27.0% | +1.3% | -28.4% | -27.8% |
| 3M | -17.7% | -4.1% | -13.6% | -15.6% |
| 6M | +12.7% | +1.0% | +11.7% | +11.0% |
| YTD | -32.9% | +13.3% | -46.2% | -40.5% |
| 1Y | -40.4% | +15.7% | -56.1% | -48.2% |
| 3Y | -17.1% | +59.6% | -76.7% | -40.3% |
| All | -17.1% | +57.1% | -74.2% | -40.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling