-45.9%
NOW vs Q
+56.5%
-102.4%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -7.4% | +1.4% | -6.9% |
| 7D | -6.7% | -10.3% | +3.6% | -8.1% |
| 30D | -25.8% | -17.7% | -8.2% | -27.8% |
| 3M | -12.7% | -18.8% | +6.1% | -14.8% |
| 6M | +11.2% | -24.8% | +36.0% | +6.9% |
| YTD | -33.2% | +35.0% | -68.2% | -38.9% |
| 1Y | -41.8% | +10.7% | -52.5% | -46.3% |
| All | -45.9% | +56.5% | -102.4% | -50.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling