+18.3%
NOW vs RJF
+75.1%
-56.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.6% | -1.4% | -2.2% |
| 7D | -2.4% | -0.6% | -1.8% | -2.0% |
| 30D | +20.5% | -1.3% | +21.8% | +21.2% |
| 3M | +18.3% | +18.9% | -0.5% | +8.0% |
| 6M | +24.1% | +15.0% | +9.0% | +14.6% |
| YTD | -7.8% | +12.2% | -20.0% | -14.6% |
| 1Y | -21.4% | +5.6% | -27.0% | -24.8% |
| All | +18.3% | +75.1% | -56.8% | -17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 RJF 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