+789.1%
NOW vs PBR
+697.0%
+92.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PBR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.9% | +1.2% |
| 7D | -6.2% | +5.4% | -11.5% | -6.9% |
| 30D | +6.1% | +22.9% | -16.8% | +2.9% |
| 3M | +28.6% | +19.6% | +8.9% | +24.8% |
| 6M | +14.6% | +16.5% | -1.9% | +11.4% |
| YTD | -13.5% | +86.7% | -100.1% | -22.1% |
| 1Y | -29.4% | +74.7% | -104.1% | -35.8% |
| 3Y | +9.4% | +102.6% | -93.2% | -4.4% |
| 5Y | +2.3% | +566.6% | -564.3% | -29.6% |
| All | +789.1% | +697.0% | +92.1% | +433.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PBR.
Daily Out/Under-Performance
Portfolio return minus PBR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PBR 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 PBR 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