+506.3%
NOW vs STT
+198.3%
+308.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.2% |
| 7D | -8.7% | +1.1% | -9.9% | -9.1% |
| 30D | -29.3% | -1.9% | -27.4% | -28.8% |
| 3M | -21.8% | -7.6% | -14.3% | -19.9% |
| 6M | +9.2% | +16.0% | -6.7% | +2.6% |
| YTD | -35.0% | +36.2% | -71.2% | -42.8% |
| 1Y | -42.5% | +46.8% | -89.3% | -50.9% |
| 3Y | -21.5% | +177.8% | -199.3% | -47.5% |
| 5Y | -25.8% | +105.8% | -131.6% | -46.5% |
| 10Y | +506.3% | +197.6% | +308.8% | +260.5% |
| All | +506.3% | +198.3% | +308.0% | +260.5% |
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