-38.7%
NOW vs NI
+9.5%
-48.2%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | +1.1% |
| 7D | -27.5% | +3.9% | -31.5% | -24.2% |
| 30D | -20.0% | +15.3% | -35.3% | -8.7% |
| 3M | -7.9% | +2.4% | -10.3% | -5.3% |
| 6M | +18.3% | -4.5% | +22.8% | +16.7% |
| YTD | -29.0% | +11.4% | -40.3% | -23.0% |
| 1Y | -38.7% | +8.5% | -47.2% | -33.5% |
| All | -38.7% | +9.5% | -48.2% | -33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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