+514.0%
NOW vs PSX
+368.0%
+145.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | +0.3% | +7.8% | -7.5% | -1.4% |
| 30D | -27.0% | -10.9% | -16.1% | -25.2% |
| 3M | -19.6% | +14.5% | -34.1% | -22.6% |
| 6M | +17.5% | +56.1% | -38.7% | +5.1% |
| YTD | -33.3% | +109.6% | -142.8% | -44.7% |
| 1Y | -39.8% | +95.5% | -135.3% | -49.3% |
| 3Y | -19.9% | +156.2% | -176.1% | -38.0% |
| 5Y | -26.1% | +310.0% | -336.1% | -49.8% |
| All | +514.0% | +368.0% | +145.9% | +307.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling