-38.7%
NOW vs NEM
+50.9%
-89.6%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NEM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +9.9% | -10.2% | -0.6% |
| 7D | -27.5% | +3.7% | -31.2% | -27.6% |
| 30D | -20.0% | +2.0% | -22.0% | -20.1% |
| 3M | -7.9% | +21.1% | -29.0% | -7.6% |
| 6M | +18.3% | +9.5% | +8.8% | +18.8% |
| YTD | -29.0% | +19.1% | -48.0% | -29.4% |
| 1Y | -38.7% | +51.1% | -89.8% | -40.2% |
| All | -38.7% | +50.9% | -89.6% | -40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NEM.
Daily Out/Under-Performance
Portfolio return minus NEM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NEM 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 1y: compounded portfolio wealth divided by compounded NEM 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…
1y analysis · Full analysis span regression · 6 months rolling