+290.0%
NOW vs NTR
+82.2%
+207.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.7% | +3.9% | +3.3% |
| 7D | -5.6% | -0.6% | -5.0% | -5.4% |
| 30D | -26.8% | +5.4% | -32.1% | -27.7% |
| 3M | -19.4% | +7.3% | -26.7% | -21.0% |
| 6M | +12.3% | +2.2% | +10.1% | +11.0% |
| YTD | -32.9% | +18.9% | -51.8% | -37.0% |
| 1Y | -40.3% | +23.7% | -64.0% | -44.5% |
| 3Y | -19.1% | +47.5% | -66.6% | -29.6% |
| 5Y | -24.4% | +22.0% | -46.4% | -33.9% |
| All | +290.0% | +82.2% | +207.9% | +176.6% |
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 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