-45.7%
NOW vs Q
+80.0%
-125.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +2.4% | +0.8% | +3.4% |
| 7D | -5.6% | +6.6% | -12.1% | -4.8% |
| 30D | -26.8% | +2.7% | -29.5% | -26.5% |
| 3M | -19.4% | -8.4% | -11.0% | -20.1% |
| 6M | +12.3% | -17.3% | +29.6% | +10.0% |
| YTD | -32.9% | +55.3% | -88.2% | -37.6% |
| 1Y | -40.3% | +31.5% | -71.8% | -44.0% |
| All | -45.7% | +80.0% | -125.7% | -49.2% |
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