+499.2%
NOW vs SO
+177.2%
+322.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.1% |
| 7D | -3.0% | -1.5% | -1.5% | -2.7% |
| 30D | -26.0% | +8.1% | -34.1% | -27.5% |
| 3M | -13.1% | +0.2% | -13.3% | -13.4% |
| 6M | +14.5% | +0.4% | +14.1% | +13.9% |
| YTD | -33.4% | +8.5% | -41.9% | -35.4% |
| 1Y | -40.6% | +4.9% | -45.6% | -41.9% |
| 3Y | -16.3% | +47.9% | -64.2% | -28.5% |
| 5Y | -26.3% | +75.7% | -102.0% | -41.6% |
| All | +499.2% | +177.2% | +322.0% | +344.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SO.
Daily Out/Under-Performance
Portfolio return minus SO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SO 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 SO 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