-28.6%
NOW vs PSX
+102.1%
-130.6%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.6% | -6.6% | -5.1% |
| 7D | -6.1% | +2.8% | -8.9% | -6.3% |
| 30D | +7.5% | +27.8% | -20.3% | +4.5% |
| 3M | +17.5% | +42.0% | -24.5% | +12.2% |
| 6M | +7.9% | +58.1% | -50.2% | +1.9% |
| YTD | -12.4% | +105.0% | -117.4% | -15.5% |
| 1Y | -28.6% | +104.9% | -133.5% | -32.1% |
| All | -28.6% | +102.1% | -130.6% | -32.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling