+6.8%
NOW vs PSX
+342.7%
-335.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -3.0% |
| 7D | -2.4% | +4.5% | -6.9% | -3.3% |
| 30D | +20.5% | +26.6% | -6.1% | +14.3% |
| 3M | +18.3% | +39.3% | -20.9% | +9.7% |
| 6M | +24.1% | +56.8% | -32.8% | +11.9% |
| YTD | -7.8% | +101.8% | -109.6% | -21.6% |
| 1Y | -21.4% | +99.6% | -121.0% | -33.2% |
| 3Y | +19.5% | +140.3% | -120.8% | -4.8% |
| All | +6.8% | +342.7% | -335.9% | -19.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling