+521.8%
NOW vs STT
+203.9%
+317.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.5% | +1.7% | +2.6% |
| 7D | -5.6% | +0.4% | -6.0% | -5.7% |
| 30D | -26.8% | -0.4% | -26.3% | -26.7% |
| 3M | -19.4% | -6.5% | -13.0% | -17.8% |
| 6M | +12.3% | +17.2% | -4.9% | +5.1% |
| YTD | -32.9% | +38.2% | -71.1% | -41.3% |
| 1Y | -40.3% | +49.3% | -89.6% | -49.3% |
| 3Y | -19.1% | +181.9% | -201.0% | -46.1% |
| 5Y | -24.4% | +106.9% | -131.3% | -45.7% |
| 10Y | +521.8% | +203.1% | +318.7% | +266.7% |
| All | +521.8% | +203.9% | +317.9% | +266.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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