+309.6%
NOW vs SE
+363.8%
-54.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.3% |
| 7D | +0.3% | -0.5% | +0.8% | +0.4% |
| 30D | -27.0% | -20.9% | -6.0% | -22.4% |
| 3M | -19.6% | -38.9% | +19.2% | -8.4% |
| 6M | +17.5% | -19.4% | +36.9% | +23.1% |
| YTD | -33.3% | -40.9% | +7.7% | -24.8% |
| 1Y | -39.8% | -46.2% | +6.4% | -30.5% |
| 3Y | -19.9% | +63.7% | -83.6% | -36.7% |
| 5Y | -26.1% | -77.9% | +51.9% | -6.3% |
| All | +309.6% | +363.8% | -54.2% | +109.5% |
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