+1,972.6%
NOW vs PSX
+1,111.0%
+861.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PSX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.5% | +0.2% | -0.2% |
| 7D | -3.0% | -13.1% | +10.1% | +0.6% |
| 30D | -26.0% | -9.5% | -16.5% | -24.3% |
| 3M | -13.1% | +20.2% | -33.3% | -17.9% |
| 6M | +14.5% | +44.9% | -30.4% | +2.6% |
| YTD | -33.4% | +94.4% | -127.8% | -45.3% |
| 1Y | -40.6% | +83.1% | -123.7% | -50.5% |
| 3Y | -16.3% | +132.2% | -148.5% | -36.2% |
| 5Y | -26.3% | +278.8% | -305.2% | -52.3% |
| 10Y | +512.7% | +354.2% | +158.6% | +238.5% |
| All | +1,972.6% | +1,111.0% | +861.5% | +889.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling