+26.6%
NOW vs MP
+257.7%
-231.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +4.9% | -5.3% | -0.9% |
| 7D | -3.0% | -10.5% | +7.5% | -1.9% |
| 30D | -26.0% | -23.5% | -2.5% | -24.0% |
| 3M | -13.1% | -25.4% | +12.3% | -10.8% |
| 6M | +14.5% | -51.3% | +65.8% | +22.4% |
| YTD | -33.4% | -29.9% | -3.5% | -32.6% |
| 1Y | -40.6% | -31.8% | -8.8% | -39.9% |
| 3Y | -16.3% | +127.0% | -143.3% | -36.1% |
| 5Y | -26.3% | -3.3% | -23.0% | -35.0% |
| All | +26.6% | +257.7% | -231.1% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 10y: compounded portfolio wealth divided by compounded MP 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…
10y analysis · Full analysis span regression · 6 months rolling