+30.3%
NOW vs ROIV
+232.7%
-202.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +1.5% | -4.5% | -3.2% |
| 7D | -2.4% | +0.6% | -3.0% | -2.5% |
| 30D | +20.5% | +1.0% | +19.6% | +20.3% |
| 3M | +18.3% | +18.3% | +0.1% | +15.6% |
| 6M | +24.1% | +18.3% | +5.7% | +20.9% |
| YTD | -7.8% | +61.0% | -68.8% | -13.9% |
| 1Y | -21.4% | +177.9% | -199.3% | -31.8% |
| 3Y | +19.5% | +199.1% | -179.5% | +1.2% |
| 5Y | +4.1% | +250.7% | -246.6% | -21.0% |
| All | +30.3% | +232.7% | -202.4% | +1.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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