+521.8%
NOW vs STX
+2,193.3%
-1,671.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +10.0% | -6.8% | +1.1% |
| 7D | -5.6% | -1.0% | -4.6% | -5.7% |
| 30D | -26.8% | -26.8% | 0.0% | -22.5% |
| 3M | -19.4% | -32.7% | +13.3% | -14.5% |
| 6M | +12.3% | -33.7% | +46.1% | +14.9% |
| YTD | -32.9% | +101.0% | -133.9% | -53.5% |
| 1Y | -40.3% | +92.7% | -133.0% | -58.4% |
| 3Y | -19.1% | +708.7% | -727.8% | -69.4% |
| 5Y | -24.4% | +504.0% | -528.4% | -68.9% |
| 10Y | +521.8% | +2,108.4% | -1,586.5% | +47.3% |
| All | +521.8% | +2,193.3% | -1,671.5% | +47.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling