+1,972.6%
NOW vs NI
+600.0%
+1,372.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.7% | +0.3% | -0.2% |
| 7D | -3.0% | -0.9% | -2.1% | -2.7% |
| 30D | -26.0% | +9.6% | -35.7% | -28.2% |
| 3M | -13.1% | +2.5% | -15.6% | -14.1% |
| 6M | +14.5% | -5.8% | +20.3% | +15.6% |
| YTD | -33.4% | +8.6% | -42.0% | -36.3% |
| 1Y | -40.6% | +6.0% | -46.6% | -42.8% |
| 3Y | -16.3% | +91.0% | -107.3% | -34.9% |
| 5Y | -26.3% | +104.8% | -131.1% | -44.6% |
| 10Y | +512.7% | +176.7% | +336.0% | +302.9% |
| All | +1,972.6% | +600.0% | +1,372.6% | +681.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling