+499.2%
NOW vs P
+713.7%
-214.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.9% | -1.4% |
| 7D | -3.0% | -23.8% | +20.8% | +4.4% |
| 30D | -26.0% | -36.6% | +10.6% | -16.5% |
| 3M | -13.1% | +10.9% | -24.0% | -18.9% |
| 6M | +14.5% | +30.0% | -15.5% | -1.4% |
| YTD | -33.4% | +44.4% | -77.8% | -45.8% |
| 1Y | -40.6% | +3.9% | -44.6% | -47.3% |
| 3Y | -16.3% | +176.6% | -192.9% | -53.2% |
| 5Y | -26.3% | +249.3% | -275.6% | -62.8% |
| All | +499.2% | +713.7% | -214.5% | +129.9% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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