+790.9%
NOW vs PSX
+377.2%
+413.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.5% |
| 7D | -4.1% | +1.8% | -5.9% | -4.5% |
| 30D | +2.9% | +21.6% | -18.8% | -1.9% |
| 3M | +22.6% | +46.5% | -23.9% | +11.5% |
| 6M | +7.5% | +62.0% | -54.5% | -4.6% |
| YTD | -14.4% | +106.3% | -120.7% | -28.6% |
| 1Y | -29.8% | +103.0% | -132.8% | -41.4% |
| 3Y | +9.2% | +135.5% | -126.3% | -13.7% |
| 5Y | +0.8% | +368.5% | -367.7% | -34.0% |
| 10Y | +790.9% | +386.6% | +404.4% | +444.4% |
| All | +790.9% | +377.2% | +413.7% | +444.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PSX.
Daily Out/Under-Performance
Portfolio return minus PSX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSX 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded PSX 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling