-40.7%
NOW vs SPY
+12.3%
-53.0%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | -1.0% |
| 7D | -3.1% | +0.1% | -3.1% | -2.9% |
| 30D | -27.0% | -3.3% | -23.7% | -25.2% |
| 3M | -17.7% | -2.4% | -15.3% | -16.1% |
| 6M | +12.7% | +2.6% | +10.1% | +12.9% |
| YTD | -32.9% | +11.2% | -44.2% | -34.9% |
| All | -40.7% | +12.3% | -53.0% | -42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 1y: compounded portfolio wealth divided by compounded SPY 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…
1y analysis · Full analysis span regression · 6 months rolling