+1,760.4%
NOW vs MTUM
+608.1%
+1,152.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | MTUM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.3% | -6.2% | -6.3% |
| 7D | -6.1% | +4.1% | -10.2% | -10.1% |
| 30D | +7.5% | -0.2% | +7.7% | +6.8% |
| 3M | +17.5% | -1.9% | +19.5% | +12.8% |
| 6M | +7.9% | +28.1% | -20.2% | -27.1% |
| YTD | -12.4% | +23.6% | -36.0% | -39.0% |
| 1Y | -28.6% | +26.1% | -54.7% | -51.8% |
| 3Y | +11.8% | +116.8% | -105.0% | -62.7% |
| 5Y | +2.6% | +80.0% | -77.4% | -55.3% |
| 10Y | +790.0% | +346.4% | +443.6% | +11.9% |
| All | +1,760.4% | +608.1% | +1,152.3% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MTUM.
Daily Out/Under-Performance
Portfolio return minus MTUM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTUM 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded MTUM 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling