+506.3%
NOW vs SO
+188.2%
+318.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.1% | -3.2% | -3.1% |
| 7D | -8.7% | -0.1% | -8.6% | -8.7% |
| 30D | -29.3% | +8.7% | -38.0% | -30.7% |
| 3M | -21.8% | +3.4% | -25.2% | -22.6% |
| 6M | +9.2% | +3.7% | +5.5% | +7.8% |
| YTD | -35.0% | +10.0% | -45.0% | -37.1% |
| 1Y | -42.5% | +6.6% | -49.1% | -44.0% |
| 3Y | -21.5% | +52.5% | -74.0% | -33.5% |
| 5Y | -25.8% | +76.1% | -101.8% | -41.0% |
| 10Y | +506.3% | +194.9% | +311.5% | +347.0% |
| All | +506.3% | +188.2% | +318.1% | +347.0% |
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