-46.8%
NOW vs Q
+74.5%
-121.3%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.1% | +1.0% | -2.4% |
| 7D | -1.7% | +11.5% | -13.2% | -0.3% |
| 30D | -27.4% | -0.2% | -27.2% | -27.4% |
| 3M | -19.4% | -13.6% | -5.8% | -20.7% |
| 6M | +13.1% | -27.0% | +40.1% | +10.3% |
| YTD | -34.3% | +50.5% | -84.8% | -39.1% |
| 1Y | -41.8% | +33.8% | -75.5% | -45.8% |
| All | -46.8% | +74.5% | -121.3% | -50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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