+504.6%
NOW vs PM
+228.8%
+275.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.2% |
| 7D | -3.1% | -7.3% | +4.2% | -1.6% |
| 30D | -27.0% | -4.0% | -23.0% | -26.7% |
| 3M | -17.7% | +2.7% | -20.5% | -18.6% |
| 6M | +12.7% | +14.9% | -2.2% | +8.6% |
| YTD | -32.9% | +23.5% | -56.5% | -37.0% |
| 1Y | -40.4% | +30.4% | -70.7% | -44.9% |
| 3Y | -17.1% | +143.2% | -160.3% | -37.5% |
| 5Y | -25.7% | +159.5% | -185.1% | -45.8% |
| 10Y | +504.6% | +234.7% | +270.0% | +307.3% |
| All | +504.6% | +228.8% | +275.9% | +307.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PM.
Daily Out/Under-Performance
Portfolio return minus PM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PM 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 PM 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