+790.0%
NOW vs STX
+3,658.4%
-2,868.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +6.5% | -11.5% | -6.4% |
| 7D | -6.1% | +10.7% | -16.8% | -8.4% |
| 30D | +7.5% | +11.3% | -3.8% | +3.9% |
| 3M | +17.5% | +3.2% | +14.3% | +11.8% |
| 6M | +7.9% | +157.0% | -149.0% | -22.9% |
| YTD | -12.4% | +229.2% | -241.6% | -44.4% |
| 1Y | -28.6% | +381.8% | -410.4% | -61.8% |
| 3Y | +11.8% | +1,383.2% | -1,371.3% | -62.8% |
| 5Y | +2.6% | +1,144.9% | -1,142.2% | -64.1% |
| 10Y | +790.0% | +3,676.0% | -2,886.0% | +100.4% |
| All | +790.0% | +3,658.4% | -2,868.4% | +100.4% |
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