-21.5%
NOW vs SPOT
+257.6%
-279.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.5% | -2.6% | -2.9% |
| 7D | -8.7% | +1.0% | -9.8% | -9.0% |
| 30D | -29.3% | +14.6% | -43.9% | -32.8% |
| 3M | -21.8% | +18.4% | -40.3% | -26.7% |
| 6M | +9.2% | +45.1% | -35.8% | -4.4% |
| YTD | -35.0% | +4.4% | -39.4% | -37.3% |
| 1Y | -42.5% | -2.7% | -39.8% | -43.4% |
| 3Y | -21.5% | +254.6% | -276.1% | -45.5% |
| All | -21.5% | +257.6% | -279.1% | -45.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling