-45.7%
NOW vs Q
+77.9%
-123.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.9% | -6.1% | +1.6% |
| 7D | -3.1% | +8.4% | -11.5% | -2.0% |
| 30D | -27.0% | -1.2% | -25.9% | -27.2% |
| 3M | -17.7% | -9.3% | -8.4% | -18.5% |
| 6M | +12.7% | -15.0% | +27.7% | +10.1% |
| YTD | -32.9% | +53.5% | -86.4% | -37.6% |
| 1Y | -40.4% | +35.9% | -76.2% | -44.4% |
| All | -45.7% | +77.9% | -123.6% | -49.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling