+8.2%
NOW vs MKTX
-25.1%
+33.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -4.1% | +0.3% | -4.4% | -4.1% |
| 30D | +2.9% | +1.0% | +1.9% | +2.8% |
| 3M | +22.6% | +40.8% | -18.2% | +18.3% |
| 6M | +7.5% | -10.9% | +18.4% | +8.1% |
| YTD | -14.4% | -8.6% | -5.8% | -14.3% |
| 1Y | -29.8% | -11.6% | -18.2% | -29.6% |
| All | +8.2% | -25.1% | +33.3% | +4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX 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 MKTX 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