+1,924.6%
NOW vs NI
+618.0%
+1,306.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.5% | -3.6% | -3.2% |
| 7D | -8.7% | +1.5% | -10.3% | -9.1% |
| 30D | -29.3% | +11.9% | -41.1% | -31.7% |
| 3M | -21.8% | +9.1% | -31.0% | -24.1% |
| 6M | +9.2% | -1.8% | +11.0% | +8.9% |
| YTD | -35.0% | +11.4% | -46.3% | -38.2% |
| 1Y | -42.5% | +6.4% | -48.9% | -44.6% |
| 3Y | -21.5% | +98.2% | -119.8% | -39.6% |
| 5Y | -25.8% | +110.1% | -135.8% | -44.5% |
| 10Y | +506.3% | +189.0% | +317.4% | +293.2% |
| All | +1,924.6% | +618.0% | +1,306.6% | +657.5% |
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 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