-29.0%
NOW vs STX
+362.8%
-391.8%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.0% | -0.3% | -2.6% |
| 7D | -4.1% | +9.6% | -13.7% | -2.6% |
| 30D | +2.9% | +10.6% | -7.7% | +4.8% |
| 3M | +22.6% | +4.8% | +17.8% | +24.1% |
| 6M | +7.5% | +137.3% | -129.7% | +14.1% |
| YTD | -14.4% | +222.5% | -236.9% | -9.9% |
| All | -29.0% | +362.8% | -391.8% | -25.4% |
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 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