+436.2%
NOW vs NTR
+100.5%
+335.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.6% |
| 7D | -2.4% | +8.1% | -10.5% | -4.2% |
| 30D | +20.5% | +18.8% | +1.8% | +15.5% |
| 3M | +18.3% | +16.2% | +2.1% | +13.8% |
| 6M | +24.1% | +9.8% | +14.3% | +20.1% |
| YTD | -7.8% | +30.9% | -38.7% | -15.1% |
| 1Y | -21.4% | +41.8% | -63.2% | -29.4% |
| 3Y | +19.5% | +35.8% | -16.2% | +6.9% |
| 5Y | +4.1% | +51.0% | -47.0% | -14.5% |
| All | +436.2% | +100.5% | +335.7% | +272.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling