+499.2%
NOW vs PH
+759.6%
-260.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.2% | -1.5% |
| 7D | -3.0% | +2.0% | -5.0% | -3.7% |
| 30D | -26.0% | -3.7% | -22.4% | -25.4% |
| 3M | -13.1% | -14.0% | +0.9% | -8.7% |
| 6M | +14.5% | +2.1% | +12.4% | +10.8% |
| YTD | -33.4% | +5.1% | -38.5% | -37.8% |
| 1Y | -40.6% | +10.9% | -51.6% | -45.9% |
| 3Y | -16.3% | +132.9% | -149.3% | -46.8% |
| 5Y | -26.3% | +200.1% | -226.4% | -58.9% |
| All | +499.2% | +759.6% | -260.4% | +137.7% |
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