+2,771.1%
NOW vs STT
+528.5%
+2,242.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +0.2% | -3.1% | -3.0% |
| 7D | -2.4% | +0.5% | -2.9% | -2.6% |
| 30D | +20.5% | +3.9% | +16.7% | +18.4% |
| 3M | +18.3% | +20.0% | -1.6% | +9.1% |
| 6M | +24.1% | +55.3% | -31.2% | +2.3% |
| YTD | -7.8% | +53.3% | -61.1% | -23.9% |
| 1Y | -21.4% | +74.7% | -96.1% | -38.8% |
| 3Y | +19.5% | +205.8% | -186.3% | -27.0% |
| 5Y | +4.1% | +145.0% | -140.9% | -32.5% |
| 10Y | +826.4% | +266.0% | +560.4% | +340.8% |
| All | +2,771.1% | +528.5% | +2,242.7% | +942.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling