-16.0%
NOW vs P
+166.1%
-182.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -16.4% | +10.5% | -3.3% |
| 7D | -6.7% | -31.9% | +25.2% | -1.2% |
| 30D | -25.8% | -36.5% | +10.7% | -20.8% |
| 3M | -12.7% | +11.6% | -24.3% | -16.3% |
| 6M | +11.2% | +25.2% | -14.0% | +2.5% |
| YTD | -33.2% | +39.4% | -72.6% | -40.6% |
| 1Y | -41.8% | -3.7% | -38.1% | -44.6% |
| All | -16.0% | +166.1% | -182.1% | -38.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling