-21.4%
NOW vs NTR
+43.1%
-64.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -3.0% |
| 7D | -2.4% | +8.1% | -10.5% | -2.1% |
| 30D | +20.5% | +18.8% | +1.8% | +21.1% |
| 3M | +18.3% | +16.2% | +2.1% | +18.8% |
| 6M | +24.1% | +9.8% | +14.3% | +24.0% |
| YTD | -7.8% | +30.9% | -38.7% | -8.5% |
| 1Y | -21.4% | +41.8% | -63.2% | -22.1% |
| All | -21.4% | +43.1% | -64.5% | -22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NTR.
Daily Out/Under-Performance
Portfolio return minus NTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NTR 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 1y: compounded portfolio wealth divided by compounded NTR 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…
1y analysis · Full analysis span regression · 6 months rolling