-38.7%
NOW vs STX
+119.7%
-158.4%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -8.1% | +7.8% | -1.5% |
| 7D | -27.5% | -20.2% | -7.3% | -29.9% |
| 30D | -20.0% | -37.2% | +17.2% | -25.5% |
| 3M | -7.9% | -34.1% | +26.2% | -12.7% |
| 6M | +18.3% | -24.5% | +42.8% | +14.0% |
| YTD | -29.0% | +102.9% | -131.9% | -29.5% |
| 1Y | -38.7% | +123.8% | -162.5% | -39.5% |
| All | -38.7% | +119.7% | -158.4% | -39.5% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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