+403.0%
NOW vs NTR
+97.9%
+305.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.4% | +1.4% | +1.1% |
| 7D | -6.2% | -1.3% | -4.9% | -5.9% |
| 30D | +6.1% | +16.8% | -10.7% | +2.1% |
| 3M | +28.6% | +20.7% | +7.8% | +22.4% |
| 6M | +14.6% | +0.5% | +14.1% | +13.4% |
| YTD | -13.5% | +29.2% | -42.7% | -20.1% |
| 1Y | -29.4% | +39.6% | -69.0% | -36.3% |
| 3Y | +9.4% | +37.9% | -28.5% | -2.7% |
| 5Y | +2.3% | +47.1% | -44.8% | -15.3% |
| All | +403.0% | +97.9% | +305.1% | +250.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling