+501.5%
NOW vs PR
+62.9%
+438.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -4.9% | -1.1% | -5.6% |
| 7D | -6.7% | -16.5% | +9.9% | -5.7% |
| 30D | -25.8% | -4.5% | -21.3% | -25.7% |
| 3M | -12.7% | +8.5% | -21.2% | -13.2% |
| 6M | +11.2% | -3.3% | +14.6% | +11.2% |
| YTD | -33.2% | +55.7% | -88.9% | -35.2% |
| 1Y | -41.8% | +82.0% | -123.9% | -44.2% |
| 3Y | -15.7% | +62.5% | -78.1% | -18.9% |
| 5Y | -26.0% | +223.9% | -250.0% | -31.9% |
| All | +501.5% | +62.9% | +438.6% | +545.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PR.
Daily Out/Under-Performance
Portfolio return minus PR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PR 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 PR 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