+502.7%
NOW vs PH
+719.0%
-216.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.9% | -4.0% | -3.4% |
| 7D | -8.7% | +2.1% | -10.9% | -9.5% |
| 30D | -29.3% | +0.3% | -29.6% | -29.7% |
| 3M | -21.8% | -8.8% | -13.0% | -19.7% |
| 6M | +9.2% | +10.0% | -0.8% | +2.5% |
| YTD | -35.0% | +10.5% | -45.5% | -40.4% |
| 1Y | -42.5% | +15.5% | -58.0% | -48.5% |
| 3Y | -21.5% | +136.4% | -157.9% | -50.5% |
| 5Y | -25.8% | +213.6% | -239.3% | -59.5% |
| All | +502.7% | +719.0% | -216.3% | +113.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PH.
Daily Out/Under-Performance
Portfolio return minus PH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PH 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 PH 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