+2,564.8%
NOW vs SNY
+98.5%
+2,466.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.0% |
| 7D | -4.1% | -3.6% | -0.5% | -2.7% |
| 30D | +2.9% | -1.4% | +4.3% | +3.4% |
| 3M | +22.6% | -4.2% | +26.8% | +24.5% |
| 6M | +7.5% | +2.0% | +5.6% | +6.1% |
| YTD | -14.4% | -6.7% | -7.7% | -13.0% |
| 1Y | -29.8% | -4.7% | -25.1% | -29.4% |
| 3Y | +9.2% | -8.1% | +17.4% | +7.0% |
| 5Y | +0.8% | +8.2% | -7.4% | -10.8% |
| 10Y | +790.9% | +64.8% | +726.1% | +539.0% |
| All | +2,564.8% | +98.5% | +2,466.3% | +1,923.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SNY.
Daily Out/Under-Performance
Portfolio return minus SNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNY 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 SNY 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