+6.8%
NOW vs STX
+987.5%
-980.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +6.3% | -9.3% | -3.9% |
| 7D | -2.4% | +2.4% | -4.7% | -2.8% |
| 30D | +20.5% | +1.4% | +19.1% | +19.4% |
| 3M | +18.3% | -8.2% | +26.6% | +16.6% |
| 6M | +24.1% | +127.0% | -103.0% | -4.9% |
| YTD | -7.8% | +209.1% | -216.9% | -38.3% |
| 1Y | -21.4% | +365.4% | -386.8% | -57.0% |
| 3Y | +19.5% | +1,135.4% | -1,115.9% | -61.1% |
| All | +6.8% | +987.5% | -980.7% | -61.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling