+0.3%
NOW vs ROIV
+264.1%
-263.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.1% | -6.4% | -1.0% |
| 7D | -27.5% | +3.0% | -30.5% | -27.8% |
| 30D | -20.0% | +6.8% | -26.9% | -20.7% |
| 3M | -7.9% | +10.5% | -18.4% | -9.4% |
| 6M | +18.3% | +34.8% | -16.5% | +13.1% |
| YTD | -29.0% | +76.2% | -105.1% | -34.7% |
| 1Y | -38.7% | +92.4% | -131.1% | -44.3% |
| 3Y | -10.3% | +312.0% | -322.3% | -26.5% |
| 5Y | -22.5% | +388.3% | -410.7% | -44.0% |
| All | +0.3% | +264.1% | -263.8% | -22.6% |
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