+2,771.1%
NOW vs NI
+551.8%
+2,219.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.6% | -2.3% | -2.8% |
| 7D | -2.4% | +2.0% | -4.4% | -2.9% |
| 30D | +20.5% | -3.5% | +24.1% | +21.7% |
| 3M | +18.3% | -9.1% | +27.5% | +21.3% |
| 6M | +24.1% | -11.8% | +35.9% | +27.5% |
| YTD | -7.8% | +1.1% | -8.9% | -9.6% |
| 1Y | -21.4% | +6.7% | -28.1% | -24.5% |
| 3Y | +19.5% | +71.1% | -51.5% | -3.6% |
| 5Y | +4.1% | +94.3% | -90.2% | -20.4% |
| 10Y | +826.4% | +135.8% | +690.6% | +542.2% |
| All | +2,771.1% | +551.8% | +2,219.3% | +1,008.1% |
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