+18.3%
NOW vs PL
+454.1%
-435.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.3% | -1.7% | -2.9% |
| 7D | -2.4% | -9.3% | +6.9% | -1.7% |
| 30D | +20.5% | -18.9% | +39.4% | +22.5% |
| 3M | +18.3% | -58.4% | +76.7% | +26.9% |
| 6M | +24.1% | -30.3% | +54.4% | +24.4% |
| YTD | -7.8% | -8.1% | +0.3% | -10.9% |
| 1Y | -21.4% | +180.5% | -201.9% | -34.9% |
| All | +18.3% | +454.1% | -435.9% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 PL 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