+2,771.1%
NOW vs MDY
+383.5%
+2,387.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.1% | -3.1% | -3.1% |
| 7D | -2.4% | +0.1% | -2.5% | -2.5% |
| 30D | +20.5% | -1.5% | +22.0% | +22.2% |
| 3M | +18.3% | +0.8% | +17.6% | +16.8% |
| 6M | +24.1% | +7.4% | +16.6% | +13.8% |
| YTD | -7.8% | +15.2% | -23.0% | -21.6% |
| 1Y | -21.4% | +16.5% | -37.9% | -34.1% |
| 3Y | +19.5% | +46.8% | -27.3% | -21.7% |
| 5Y | +4.1% | +46.0% | -42.0% | -29.6% |
| 10Y | +826.4% | +172.1% | +654.4% | +203.7% |
| All | +2,771.1% | +383.5% | +2,387.6% | +428.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling