+217.6%
NOW vs SPOT
+267.2%
-49.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.5% | +2.7% | +3.0% |
| 7D | -5.6% | -3.0% | -2.6% | -4.4% |
| 30D | -26.8% | +15.2% | -42.0% | -31.4% |
| 3M | -19.4% | +21.6% | -41.0% | -26.3% |
| 6M | +12.3% | +45.2% | -32.9% | -4.7% |
| YTD | -32.9% | +4.9% | -37.8% | -36.1% |
| 1Y | -40.3% | -4.8% | -35.5% | -41.0% |
| 3Y | -19.1% | +256.3% | -275.3% | -55.9% |
| 5Y | -24.4% | +120.2% | -144.5% | -54.2% |
| All | +217.6% | +267.2% | -49.5% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 SPOT 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