+812.0%
NOW vs PSX
+374.2%
+437.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.6% | -6.6% | -5.4% |
| 7D | -6.1% | +2.8% | -8.9% | -6.7% |
| 30D | +7.5% | +27.8% | -20.3% | +1.2% |
| 3M | +17.5% | +42.0% | -24.5% | +7.8% |
| 6M | +7.9% | +58.1% | -50.2% | -3.7% |
| YTD | -12.4% | +105.0% | -117.4% | -26.8% |
| 1Y | -28.6% | +104.9% | -133.5% | -40.5% |
| 3Y | +11.8% | +134.1% | -122.2% | -11.5% |
| 5Y | +2.6% | +363.8% | -361.2% | -32.7% |
| All | +812.0% | +374.2% | +437.8% | +458.1% |
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