-27.2%
NOW vs STX
+493.0%
-520.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.2% | -0.9% | -1.9% |
| 7D | -1.7% | +16.8% | -18.5% | -3.9% |
| 30D | -27.4% | -27.0% | -0.3% | -24.6% |
| 3M | -19.4% | -37.9% | +18.4% | -15.1% |
| 6M | +13.1% | -32.5% | +45.6% | +13.3% |
| YTD | -34.3% | +98.6% | -132.9% | -53.8% |
| 1Y | -41.8% | +93.6% | -135.3% | -59.1% |
| 3Y | -20.7% | +699.1% | -719.8% | -73.4% |
| 5Y | -27.2% | +481.0% | -508.2% | -70.3% |
| All | -27.2% | +493.0% | -520.2% | -70.3% |
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 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