+311.6%
NOW vs SE
+379.8%
-68.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.9% | -2.2% | -0.1% |
| 7D | -3.1% | +3.3% | -6.4% | -3.9% |
| 30D | -27.0% | -18.2% | -8.9% | -23.2% |
| 3M | -17.7% | -31.3% | +13.6% | -9.6% |
| 6M | +12.7% | -10.1% | +22.8% | +14.1% |
| YTD | -32.9% | -38.9% | +6.0% | -25.1% |
| 1Y | -40.4% | -48.0% | +7.6% | -30.5% |
| 3Y | -17.1% | +78.8% | -95.9% | -36.1% |
| 5Y | -25.7% | -77.1% | +51.5% | -6.6% |
| All | +311.6% | +379.8% | -68.1% | +108.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 10y: compounded portfolio wealth divided by compounded SE 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…
10y analysis · Full analysis span regression · 6 months rolling