+504.6%
NOW vs STX
+2,159.4%
-1,654.8%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +9.8% | -9.0% | -1.3% |
| 7D | -3.1% | -14.8% | +11.7% | -0.1% |
| 30D | -27.0% | -35.4% | +8.3% | -20.7% |
| 3M | -17.7% | -37.7% | +20.0% | -11.3% |
| 6M | +12.7% | -35.2% | +47.9% | +15.3% |
| YTD | -32.9% | +84.4% | -117.3% | -52.6% |
| 1Y | -40.4% | +82.3% | -122.6% | -58.1% |
| 3Y | -17.1% | +646.2% | -663.3% | -68.0% |
| 5Y | -25.7% | +487.4% | -513.1% | -69.3% |
| 10Y | +504.6% | +2,071.0% | -1,566.4% | +46.3% |
| All | +504.6% | +2,159.4% | -1,654.8% | +46.3% |
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