-42.5%
NOW vs PSX
+87.5%
-130.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.1% | -3.0% |
| 7D | -8.7% | -7.8% | -0.9% | -8.5% |
| 30D | -29.3% | -9.9% | -19.4% | -29.2% |
| 3M | -21.8% | +16.9% | -38.8% | -23.8% |
| 6M | +9.2% | +48.0% | -38.7% | +3.2% |
| YTD | -35.0% | +98.3% | -133.3% | -36.5% |
| 1Y | -42.5% | +86.2% | -128.7% | -44.5% |
| All | -42.5% | +87.5% | -130.0% | -44.5% |
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