+2.6%
NOW vs NI
+100.2%
-97.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.2% | -6.2% | -5.2% |
| 7D | -6.1% | +2.3% | -8.4% | -6.4% |
| 30D | +7.5% | -1.7% | +9.1% | +7.7% |
| 3M | +17.5% | -8.0% | +25.5% | +19.1% |
| 6M | +7.9% | -8.6% | +16.6% | +8.8% |
| YTD | -12.4% | +2.3% | -14.7% | -14.8% |
| 1Y | -28.6% | +6.9% | -35.5% | -31.7% |
| 3Y | +11.8% | +70.6% | -58.7% | -9.0% |
| 5Y | +2.6% | +96.4% | -93.7% | -22.3% |
| All | +2.6% | +100.2% | -97.6% | -22.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling