+514.0%
NOW vs NI
+197.8%
+316.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.1% | +1.4% |
| 7D | +0.3% | +4.3% | -4.0% | -0.8% |
| 30D | -27.0% | +12.4% | -39.3% | -29.4% |
| 3M | -19.6% | +10.2% | -29.8% | -22.0% |
| 6M | +17.5% | -0.8% | +18.3% | +16.9% |
| YTD | -33.3% | +13.2% | -46.5% | -36.8% |
| 1Y | -39.8% | +10.1% | -49.9% | -42.5% |
| 3Y | -19.9% | +103.1% | -123.0% | -38.7% |
| 5Y | -26.1% | +115.5% | -141.6% | -45.1% |
| All | +514.0% | +197.8% | +316.1% | +320.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling