-16.3%
NOW vs STX
+580.6%
-596.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.2% | +0.8% | -0.4% |
| 7D | -3.0% | -28.5% | +25.5% | -2.8% |
| 30D | -26.0% | -42.9% | +16.9% | -25.9% |
| 3M | -13.1% | -45.9% | +32.8% | -13.0% |
| 6M | +14.5% | -41.3% | +55.8% | +12.4% |
| YTD | -33.4% | +67.9% | -101.4% | -45.2% |
| 1Y | -40.6% | +66.5% | -107.1% | -51.3% |
| 3Y | -16.3% | +588.0% | -604.3% | -62.6% |
| All | -16.3% | +580.6% | -596.9% | -62.6% |
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