+18.3%
NOW vs STX
+1,146.4%
-1,128.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.3% | -9.3% | -3.0% |
| 7D | -2.4% | +2.4% | -4.7% | -2.4% |
| 30D | +20.5% | +1.4% | +19.1% | +20.3% |
| 3M | +18.3% | -8.2% | +26.6% | +17.7% |
| 6M | +24.1% | +127.0% | -103.0% | +10.5% |
| YTD | -7.8% | +209.1% | -216.9% | -24.3% |
| 1Y | -21.4% | +365.4% | -386.8% | -43.8% |
| All | +18.3% | +1,146.4% | -1,128.1% | -42.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling