+1,988.6%
NOW vs MDY
+375.6%
+1,613.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +3.2% | -2.4% | -2.3% |
| 7D | -3.1% | +0.7% | -3.7% | -3.7% |
| 30D | -27.0% | +1.3% | -28.4% | -28.2% |
| 3M | -17.7% | -4.1% | -13.6% | -14.8% |
| 6M | +12.7% | +1.0% | +11.7% | +10.3% |
| YTD | -32.9% | +13.3% | -46.2% | -42.3% |
| 1Y | -40.4% | +15.7% | -56.1% | -49.9% |
| 3Y | -17.1% | +59.6% | -76.7% | -50.4% |
| 5Y | -25.7% | +36.3% | -62.0% | -46.5% |
| 10Y | +504.6% | +173.6% | +331.0% | +94.7% |
| All | +1,988.6% | +375.6% | +1,613.0% | +288.6% |
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