+311.6%
NOW vs SE
+355.3%
-43.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -3.7% | +6.8% | +4.2% |
| 7D | -5.6% | -7.7% | +2.2% | -3.4% |
| 30D | -26.8% | -22.8% | -3.9% | -21.7% |
| 3M | -19.4% | -43.7% | +24.3% | -6.0% |
| 6M | +12.3% | -12.8% | +25.1% | +14.6% |
| YTD | -32.9% | -42.0% | +9.1% | -24.0% |
| 1Y | -40.3% | -48.0% | +7.7% | -30.4% |
| 3Y | -19.1% | +62.7% | -81.7% | -35.9% |
| 5Y | -24.4% | -77.8% | +53.4% | -4.3% |
| All | +311.6% | +355.3% | -43.7% | +111.6% |
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